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China: The Biggest Unknown, The Biggest Hope and Largest Threat

China: The Biggest Unknown, The Biggest Hope and Largest Threat

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...
A Change Is Gonna Come – Most Expect Weak 2H Before Rebound Next Year, Typical View Amid Soft 3Q Conditions!

A Change Is Gonna Come – Most Expect Weak 2H Before Rebound Next Year, Typical View Amid Soft 3Q Conditions!

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...
Fade Into You – Energy Producer Chemical Ambitions Continue To Rise, Dampen Many Profit Cycle Outlooks

Fade Into You – Energy Producer Chemical Ambitions Continue To Rise, Dampen Many Profit Cycle Outlooks

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...

Simple Man – High European Costs, End-Demand Strength Positive For US Chemical Producer Profit

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...

Function At The Junction – US Chlor-Vinyl Industry Profit Factors Discussed, Sector Indicators Evaluated

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...

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  • With A Little Help From… OPEC+ Drove Sector Performance in Q3 October 1, 2023
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  • An Unbalanced World: North American Cost Advantage Drives Output – High-Cost Regions Face Closures September 28, 2023
  • The Push and The Squeeze – 3Q23 Global Chemical Price Surge To Hurt Downstream Margins In Seasonally Weak 4Q September 27, 2023

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