by C-MACC Research | Jan 25, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Good Directions – Chemical Sector Profit Views For 2023 Are Low, Risk-Adjusted Return Profiles In Focus Key Points: Most chemical sector investors agree that 2023 will be a tough year and 2024 will be better, but long-term risk-adjusted return... 
by C-MACC Research | Jan 24, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Lithium: Stronger for Longer or Hubris Following A Blow Out Year: High Prices Encourage New Entrants Key Points: Clean energy mineral forecasts are broadly bullish. We see near-to-medium-term conditions staying tighter than most chemical... 
by C-MACC Research | Jan 22, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 152 Run Rabbit Run – The Chinese Rabbit is Fast, but The US Has Muscle The world’s optimists expect the Chinese rabbit to run hard, as its consumer spending helps offset western weakness to lead global economic growth in... 
by C-MACC Research | Jan 18, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Help Me Make It Through The Night – Global Cost Curve Steepening Will Combat Oversupply Setting, For Some Key Points: We are more concerned about chemical demand than supply in 2023. A steepening of global production cost curves may help offset... 
by C-MACC Research | Jan 13, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Slow Burn – Global Chemical Market Oversupply To Keep Most Cost Curve Benefits In Check, For Now Key Points: Recent global chemical production cost movements and US price support have lifted domestic market sentiment, but our study suggests low...