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Oil-Infused Chemical Dance: Cost Curve Steepening Rubs Low-Cost Positions The Right Way, BASF Takes Action

Oil-Infused Chemical Dance: Cost Curve Steepening Rubs Low-Cost Positions The Right Way, BASF Takes Action

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...
Chemical Rhapsody: Auto Market’s 2023 Crescendo, The Likely 2024 Refrain, And The Supplier Traffic Jam

Chemical Rhapsody: Auto Market’s 2023 Crescendo, The Likely 2024 Refrain, And The Supplier Traffic Jam

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 –...
It’s Time To Be Bleak: Nothing To Be Gained By Talking Up The Market

It’s Time To Be Bleak: Nothing To Be Gained By Talking Up The Market

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...
Could Farming Be Charming? Better Positioned For 2H23 Improvement Than Most Chemical Sectors!

Could Farming Be Charming? Better Positioned For 2H23 Improvement Than Most Chemical Sectors!

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...
Take The Money And Run: This Should Be A No-Brainer For Covestro

Take The Money And Run: This Should Be A No-Brainer For Covestro

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...
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