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Cracking the Brazil Nut: Braskem Value In Doubt If Trade Continues, Similar Issues In Europe & Asia Ex-China

Cracking the Brazil Nut: Braskem Value In Doubt If Trade Continues, Similar Issues In Europe & Asia Ex-China

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...
Xi Gon’ Give It To Ya – China Has Low Prices And Is Formidable In Clean Energy, Not Good For The West    

Xi Gon’ Give It To Ya – China Has Low Prices And Is Formidable In Clean Energy, Not Good For The West    

by C-MACC Research | Nov 17, 2023 | Daily Chemical Reactions

Daily Chemical Reaction Xi Gon’ Give It To Ya – China Has Low Prices And Is Formidable In Clean Energy, Not Good For The West     Key Points North American chemical producers have a sizable cost advantage relative to Europe and Asia – the benefits of...
Low Asia Prices and The North America Production Cost Advantage Favor Price Deflation, Lift Project Finance Risk    

Low Asia Prices and The North America Production Cost Advantage Favor Price Deflation, Lift Project Finance Risk    

by C-MACC Research | Nov 16, 2023 | Daily Chemical Reactions

Daily Chemical Reaction Low Asia Prices and The North America Production Cost Advantage Favor Price Deflation, Lift Project Finance Risk     Key Points Price deflation is more of a risk to Western chemical producers than inflation in 2024, amid low-priced Asia...
Oil Prices or Outages Likely Need To Increase To Spur Global Restocking; 1H24 Could Resemble 2H23 More Than 1H23

Oil Prices or Outages Likely Need To Increase To Spur Global Restocking; 1H24 Could Resemble 2H23 More Than 1H23

by C-MACC Research | Nov 7, 2023 | Daily Chemical Reactions

Daily Chemical Reaction Oil Prices or Outages Likely Need To Increase To Spur Global Restocking; 1H24 Could Resemble 2H23 More Than 1H23 Key Points We remain more confident in supply improvement and the slope of the global chemical cost curve staying in favor of...
China Oversupply Holds More Risk Than Rewards, Global Economic Pressures Weigh On Energy Transition Demand

China Oversupply Holds More Risk Than Rewards, Global Economic Pressures Weigh On Energy Transition Demand

by C-MACC Research | Nov 1, 2023 | Daily Chemical Reactions

Daily Chemical Reaction China Oversupply Holds More Risk Than Rewards, Global Economic Pressures Weigh On Energy Transition Demand Key Points: Low prices and high financing costs are stalling energy transition and chemical sector growth investments in a weak...
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