by C-MACC Research | Jan 2, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 149 2023 – In The Frying Pan – But Heading Into The Fire, Maybe! 2023 is off to a bad start with low margins (but maybe not low enough) and global operating rates reflecting significant oversupply, which could worsen. North... 
by C-MACC Research | Dec 29, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Hard Rain’s A-Gonna Fall – But, It Is Occurring And Known, 1H23 Sector Profit May Beat Low Estimates Key Points: Global chemical market indicators increasingly signal oversupply, supporting negative sector views that could lessen with any 1H23... 
by C-MACC Research | Dec 28, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Wasted on You – Demand To Soak Up Oversupplied Markets Trumps Cost Curve Placement, For Now Key Points: Global chemical markets moved from tight conditions in early 2022 to oversupply by yearend, and we view demand as much more of a wild card... 
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... 
by Research | Nov 30, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Achy Breaky Heart – Global Supply Arteries Expand, Production Blockages Needed To Pump Up Margins Key Points: Global chemical product market indicators reflect improving availability, suggesting considerable risk amid an energy price surge –...