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... 
by C-MACC Research | Jan 12, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Mystic Of The East – Western Markets To Likely Face More Price Headwinds Than Asia Again In 2023 Key Points: Western market consumers faced much greater price inflation than those in Asia in 2022, and most expect it to occur again in 2023. A... 
by C-MACC Research | Jan 11, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Chains and Things – Feedstock Cost Declines Benefit Domestic Chemical Producers, Some More Than Others Key Points: North American petrochemical producers have benefited from significant cost relief since late 2022 – we think US PVC... 
by C-MACC Research | Jan 5, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Relieving Stress – Western Natural Gas Price Drop Favors Chemical Production, Lifts Oversupply Risk Key Points: Weakness in Western natural gas prices favors chemical production, lifting oversupply risk in many products, especially in areas... 
by C-MACC Research | Dec 15, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Broken Halos – Chemical Demand Metrics Fall; Many “Clean” Projects To Prove Inefficient (Need Prayer) Key Points: While supply chain and cost pressure problems have eased, implying a production boost, the demand setting for most is not robust...