by C-MACC Research | Oct 29, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 192 Too Hot To Handle: If Climate Change Is Real, We May Be Screwed In our view, those calling for a quick end to fossil fuel use and simultaneously vilifying the oil and gas industry are likely condemning energy transition to... 
by C-MACC Research | Oct 24, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Driving On “Crude” Control – Global Chemical Prices Sped Up With Crude In 2H23, Benefits To Hit The Brakes Into Year End Key Points: The crude oil price rebound in 2H23 lifted global commodity chemical prices, favoring North American... 
by C-MACC Research | Oct 19, 2023 | Daily Chemical Reactions
Daily Chemical Reaction High Crude Oil Prices Favor Commodity Chemical Price Support, A Negative For Specialty Chemical Input Costs Key Points: Chemical sector followers are looking past 3Q23 reports to profit indicators for 4Q and 1H24 – visibility is limited,... 
by C-MACC Research | Oct 13, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Friday The 13th – Agriculture Relatively Less Perilous Than Most Chemical Markets – Even Jason & Freddy Have To Eat! Key Points: NW Europe ammonia prices increased this week but not at the pace of its production costs, a positive... 
by C-MACC Research | Oct 3, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Commodity Chemical Profit Collapse In 4Q23 Unlikely As Harsh As 4Q22, But Likely Needed For A More Positive 1H24 Key Points: North American commodity chemical profits have risen relative to the start of 2023, exceeding low mid-year expectations...