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 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... 
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... 
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... 
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...