by C-MACC Research | Aug 6, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 180 China: The Biggest Unknown, The Biggest Hope and Largest Threat Those signaling a bottom in many chemical markets as they report 2Q earnings are making an implicit bet on China, regardless of whether they have real... 
by C-MACC Research | Aug 3, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Fertilizer Markets Wipe Their Bottom – Market Bloating & Indigestion Has Lessened, Nutritious Outlook Emerges Key Points: Global ammonia markets have weakened notably from 2022 highs, but better conditions are on the horizon, and we view... 
by Research | Jul 13, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Public Enemy #1 – Price Inflation At Risk Of Locking Up Demand, Chemical Sector Profit Faces Jail Time Key Points: US consumers face persistent inflationary headwinds, and our industry indicators and analysis suggest a quick fix is... 
by Research | May 6, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Uprising: Will Efforts to Pass on Higher Input Costs Drive a Consumer Revolution? Key Points: US petrochemical producers, on average, have experienced cost inflation in 2Q22, as USGC natural gas and ethane prices have surged. In contrast, Ex-US... by Research | Nov 4, 2021 | Daily Chemical Reactions
Daily Chemical Reaction High Hopes – Demand Expectations Remain Broadly Positive, Supply Chain Ambitions Much More Varied Key Points: Chemical product demand expectations remain positive, but supply chain views targeting the medium-to-long term tend to vary. We flag a...