by C-MACC Research | Nov 28, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Cracking the Brazil Nut: Braskem Value In Doubt If Trade Continues, Similar Issues In Europe & Asia Ex-China Key Points: Many European, Latin American, and Asia Ex-China chemical producers will face rising profit risks in 1H24 due to... 
by C-MACC Research | Nov 10, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Weak Consumer Sentiment & Unexpected, Negative Clean Energy Sector Shocks – Not Positive For The Energy Transition Key Points: US consumer sentiment fell for the fourth consecutive month in November, and adverse clean energy... 
by C-MACC Research | Nov 9, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Western Inflation Has Slowed, But Is Far From Negative –Price Deflation In China Is A Threat To Western Industry Key Points: China appears well positioned to benefit from much lower relative inflation than Europe and the US for the third... 
by C-MACC Research | Oct 29, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 192 Too Hot To Handle: If Climate Change Is Real, We May Be Screwed In our view, those calling for a quick end to fossil fuel use and simultaneously vilifying the oil and gas industry are likely condemning energy transition to... 
by C-MACC Research | Oct 27, 2023 | Daily Chemical Reactions
Daily Chemical Reaction It’s Raining Hard – Without A Cost Umbrella, You Better Learn How To Swim! The Water Will Likely Deepen In 2024! Key Points: There is more confidence in high oil prices and recent cost curve developments holding than in demand in most 2H23...