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Building Blocks: Shell Provides A Bad Public Data Point for New Project Developers Needing Cash

Building Blocks: Shell Provides A Bad Public Data Point for New Project Developers Needing Cash

by C-MACC Research | May 5, 2023 | Daily Chemical Reactions

Daily Chemical Reaction Building Blocks: Shell Provides A Bad Public Data Point for New Project Developers Needing Cash Key Points: The production problems at the Shell Monaca site push this project even deeper into the red. If Shell cannot get it right the odds are...
Stand By Me – North American Chemical Production Cost Advantage Rises Again WoW, Significant Risks Remain

Stand By Me – North American Chemical Production Cost Advantage Rises Again WoW, Significant Risks Remain

by C-MACC Research | Apr 14, 2023 | Daily Chemical Reactions

Daily Chemical Reaction Stand By Me – North American Chemical Production Cost Advantage Rises Again WoW, Significant Risks Remain Key Points: Global feedstock costs shift further WoW in favor North American chemical producers relative to Asia and Europe, curbing but...
Yikes! Could It Really Be Different This Time?

Yikes! Could It Really Be Different This Time?

by C-MACC Research | Mar 26, 2023 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 161 Yikes! Could It Really Be Different This Time? The projection at the WPC this week that polyethylene capacity will only operate at 80% rates in 2023 needs the context that this has not happened since 1982! Weak demand...
Winners & Losers Will Emerge – Clean Tech & Strategies Will Win On Merit, Not Participation & Intentions

Winners & Losers Will Emerge – Clean Tech & Strategies Will Win On Merit, Not Participation & Intentions

by C-MACC Research | Mar 22, 2023 | Daily Chemical Reactions

Daily Chemical Reaction Winners & Losers Will Emerge – Clean Tech & Strategies Will Win On Merit, Not Participation & Intentions Key Points: Global petrochemical producers outline their market and growth ambitions at WPC. Though all have views, strategies...
Stuck In A Moment You Can’t Get Out Of – CERAWeek Highlights Many Energy Transition Options, No Fix Alls

Stuck In A Moment You Can’t Get Out Of – CERAWeek Highlights Many Energy Transition Options, No Fix Alls

by C-MACC Research | Mar 7, 2023 | Daily Chemical Reactions

Daily Chemical Reaction Stuck In A Moment You Can’t Get Out Of – CERAWeek Highlights Many Energy Transition Options, No Fix Alls Key Points: An obvious initial CERA takeaway is no “fix-all” solution will enable the energy transition. Thus, energy and chemical...
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