by C-MACC Research | Dec 6, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Tougher Than The Rest – Disruptions Support US Propylene, Oil Price Weakness Favors Lower Global Chemical Prices Key Points: Global crude oil price weakness will expedite chemical price declines and likely curb early 2024 forecasts, putting... 
by C-MACC Research | Dec 5, 2023 | Daily Chemical Reactions
Daily Chemical Reaction North America Ethylene Chain Cost Advantage Significant To Asia & Europe, But Not Without Risk Of Turbulence In 2024 Key Points The US ethylene production cost advantage is sizable relative to Asia and Europe, and its spot and... 
by C-MACC Research | Dec 1, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Weak Global Economy Weighs On Energy Transition Material Growth – Bad For Investment, Sets Stage For Future Inflation Key Points The C-MACC Clean Energy Mineral Index fell to a new YTD low in November, as weak economic conditions influence... 
by C-MACC Research | Dec 1, 2023 | Sustainability, Energy Transition, ESG
C-MACC Weekly Sustainability and Energy Transition Report Food, Fuel and Materials: Competing for Inputs, Fuel has the Edge. Looking at the Virgin Atlantic flight this week, noted below, we see an increasing risk that incentives to produce renewable fuels drag up... 
by C-MACC Research | Nov 30, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Abracadabra! – Is US Contract PE Price Support Based On Reality Or Wizardry, Hopes & Prayers? Key Points Global polyethylene (PE) spot prices have declined in 4Q23, putting downward pressure on US export prices and US contract reference...