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Surprise Surprise! This Earnings Season Features Catching Knives

Surprise Surprise! This Earnings Season Features Catching Knives

by C-MACC Research | Jan 29, 2023 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 153 Surprise Surprise! This Earnings Season Features Catching Knives In chemicals and energy, we were dealing with the effect of large numbers and rapidly moving prices and margins in 4Q 2022 – most estimates have been missed....
Special Affair – Weak Chemical Sector Conditions Persisted Into 1Q; Falling Feedstock Costs Help Some

Special Affair – Weak Chemical Sector Conditions Persisted Into 1Q; Falling Feedstock Costs Help Some

by C-MACC Research | Jan 27, 2023 | Daily Chemical Reactions

Daily Chemical Reaction Special Affair – Weak Chemical Sector Conditions Persisted Into 1Q; Falling Feedstock Costs Help Some Key Points: US consumer spending fell for the second consecutive month in December, led by a drop in durable goods demand – most chemical...
Rock The Boat – Cost Curve Movements & Outages May Keep Prices Afloat, Squeeze Specialty Margins

Rock The Boat – Cost Curve Movements & Outages May Keep Prices Afloat, Squeeze Specialty Margins

by C-MACC Research | Jan 26, 2023 | Daily Chemical Reactions

Daily Chemical Reaction Rock The Boat – Cost Curve Movements & Outages May Keep Prices Afloat, Squeeze Specialty Margins Key Points: The global chemical production cost curve has risen during a period of production cuts to deal with oversupply, setting up a...
2023 – In The Frying Pan – But Heading Into The Fire, Maybe!

2023 – In The Frying Pan – But Heading Into The Fire, Maybe!

by C-MACC Research | Jan 2, 2023 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 149 2023 – In The Frying Pan – But Heading Into The Fire, Maybe! 2023 is off to a bad start with low margins (but maybe not low enough) and global operating rates reflecting significant oversupply, which could worsen. North...
Slow Fade – Macro Developments To Shift Global Chemical Market Structure & Form, But Not Quickly

Slow Fade – Macro Developments To Shift Global Chemical Market Structure & Form, But Not Quickly

by C-MACC Research | Dec 22, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Slow Fade – Macro Developments To Shift Global Chemical Market Structure & Form, But Not Quickly Key Points: We discuss North American methanol contract premiums relative to spot levels and movement toward monthly from quarterly contracts...
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