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 23, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Happy Thanksgiving, But A Likely Cold December Ahead – Global Chemical Profits To Shiver Into 2023 Key Points: The global commodity chemical market reflects oversupplied conditions in late 4Q22, heightening the risk of a further profit weakness... 
by Research | Nov 3, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Everywhere – Demand & Oversupply Concerns Mount; Cost & Competitive Positions To Gain Greater Focus Key Points: Near-term global concerns with demand and product oversupply are overtaking the appreciation of cost curves and competitive... 
by C-MACC Research | Aug 11, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Too Much Of A Good Thing – Recycled Resin Prices Fell In July Relative To Virgin Values, Both Lower In August Key Points: The price of plastic resin & materials and recycled plastics declined in July, and the value slide worsened in August.... 
by Cooley May | Aug 7, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 129 Fields Of Gold – Agriculture Market Indicators Remain Positive Fertilizer & agricultural chemical equities have outperformed other chemical sub-sectors since June, as crop and energy market trends remain...