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... 
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... 
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... 
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... 
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...