by C-MACC Research | Dec 11, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 147 Looking for light at the end of a very dark 2023 tunnel for chems Our concerns around the fate of the global chemical industry for 2023 are now consensus, and while we are looking for what could go right – there is not... 
by C-MACC Research | Dec 9, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Fix A Drink – Plastic Recyclers Face a Tough Profit Setting Hitting The Bottle, Intervention Needed Key Points: US recycled resin prices reflect significant declines from 2H22 highs, adding significant risk to recycler profit and many sector... 
by C-MACC Research | Dec 1, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Got A Hold On Me – Energy Transition Metals To Stay Tight, Most Others Face A Holiday Loneliness Fight Key Points: We anticipate clean energy materials and fertilizer prices to reflect more support than most commodity chemical market values... 
by C-MACC Research | Nov 27, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 145 A Game of Two Halves – It Is Now Time To Play Offense! As worsening business conditions into yearend lower 2023 outlooks, we think money will be made by those making consolidation moves versus those who hide. Almost... 
by C-MACC Research | Nov 15, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Here Comes The Hotstepper – Shell Begins Production In Pennsylvania, Polyethylene Market Length To Grow Key Points: The US ethylene production cost advantage has increased in 4Q relative to Asia peers, with depressed co-product values in Asia...