by C-MACC Research | Aug 22, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Oil-Infused Chemical Dance: Cost Curve Steepening Rubs Low-Cost Positions The Right Way, BASF Takes Action Key Points: Global chemical prices have rebounded from mid-year lows, partly due to higher crude oil and related feedstocks, displaying... 
by C-MACC Research | Aug 18, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Chemical Rhapsody: Auto Market’s 2023 Crescendo, The Likely 2024 Refrain, And The Supplier Traffic Jam Key Points: Automotive chemical suppliers have benefited from rising auto production in 2022/23, partly due to inventory rebuilding –... 
by C-MACC Research | Jul 23, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 178 It’s Time To Be Bleak: Nothing To Be Gained By Talking Up The Market We see no value in basic chemical companies trying to spin a positive story with 2Q earnings – things are bad for basic chemicals, and everyone needs to... 
by C-MACC Research | Jul 21, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Could Farming Be Charming? Better Positioned For 2H23 Improvement Than Most Chemical Sectors! Key Points: The chemical sector 2Q23 reporting season will get fully underway next week – the commodity chemical producers face the challenge of... 
by C-MACC Research | Jun 25, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 174 Take The Money And Run: This Should Be A No-Brainer For Covestro History shows that not accepting a cash offer in the early stages of an industry downcycle is generally something you regret. Covestro should take the...