by C-MACC Research | Dec 13, 2022 | Daily Chemical Reactions
Daily Chemical Reaction The Green Swing – Project Delays Could Outweigh Demand Risk, Keeping Some Singing “Bling, Bling” Key Points: We think global ammonia is an example market that will stay tighter for longer than most other chemical chains, and we discuss myriad... 
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 Research | Oct 6, 2022 | Daily Chemical Reactions
Daily Chemical Reaction A Cracked Shell – Double Down or Exit Chemicals? Key Points: Global commodity chemical markets have experienced a significant downturn in 2022, which we think is prompting many difficult strategic business reviews, such as at Shell.Indicative... 
by Research | Sep 25, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 136 Shirking Responsibility Is Not A Strategy, And Will Solve Nothing We are critical of the Bloomberg “no chemical investment” initiative as, unusually for Bloomberg, it shirks environmental responsibility in our...