by C-MACC Research | Aug 11, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Known Unknowns Need To Materialize To Spur Chemical Prices – Energy Shock or Hurricane? Take Your Pick! Key Points: US prices increased at the consumer and wholesale level in July. While most indicators reflect price support in August, further... 
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 | Aug 3, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Fertilizer Markets Wipe Their Bottom – Market Bloating & Indigestion Has Lessened, Nutritious Outlook Emerges Key Points: Global ammonia markets have weakened notably from 2022 highs, but better conditions are on the horizon, and we view... 
by C-MACC Research | Jul 9, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 176 2H Blues: Pressure To Change Greatest For Those Least Able To Pay European industrial companies with complex decarbonizing challenges are facing the prospect of higher costs while industry profitability evaporates....