by C-MACC Research | Aug 6, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 180 China: The Biggest Unknown, The Biggest Hope and Largest Threat Those signaling a bottom in many chemical markets as they report 2Q earnings are making an implicit bet on China, regardless of whether they have real... 
by Research | Aug 4, 2023 | Daily Chemical Reactions
Daily Chemical Reaction A Change Is Gonna Come – Most Expect Weak 2H Before Rebound Next Year, Typical View Amid Soft 3Q Conditions! Key Points: Most chemical producers anticipate a weak 2H23 before improvement in 2024 – we view some markets, such as fertilizer and... 
by C-MACC Research | Mar 14, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Fade Into You – Energy Producer Chemical Ambitions Continue To Rise, Dampen Many Profit Cycle Outlooks Key Points: Global energy and chemical producer integration efforts reflect positive momentum as energy producers fear falling fossil fuel... by Research | Feb 25, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Simple Man – High European Costs, End-Demand Strength Positive For US Chemical Producer Profit Key Points: European chemical feedstock values have risen meaningfully since mid-2021, ahead of the recent jolt from the Russia/Ukraine conflict. We... by Research | Nov 3, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Function At The Junction – US Chlor-Vinyl Industry Profit Factors Discussed, Sector Indicators Evaluated Key Points: The global chemical industry should see supply improvement YoY in 2022. Several factors support stronger-for-longer Chlor-vinyl...