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Fields Of Gold – Agriculture Market Indicators Remain Positive

Fields Of Gold – Agriculture Market Indicators Remain Positive

by Cooley May | Aug 7, 2022 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 129 Fields Of Gold – Agriculture Market Indicators Remain Positive Fertilizer & agricultural chemical equities have outperformed other chemical sub-sectors since June, as crop and energy market trends remain...
Old McDonald Doing Better Than Ronald – High Crop Prices Great for Farmers, Negative for Happy Meals

Old McDonald Doing Better Than Ronald – High Crop Prices Great for Farmers, Negative for Happy Meals

by Research | Aug 4, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Old McDonald Doing Better Than Ronald – High Crop Prices Great for Farmers, Negative for Happy Meals Key Points: The North American agriculture sector is benefiting from elevated crop prices that have lifted farmer income despite higher input...
Hot N Cold – US PE Price Premiums Have Turned To Discounts, High Prices Abroad Benefit US Producers

Hot N Cold – US PE Price Premiums Have Turned To Discounts, High Prices Abroad Benefit US Producers

by Research | Apr 5, 2022 | Daily Chemical Reactions

Wild, Wild West – Western Commodity Premiums Stay Elevated, US Producers Reap Margin Benefits

by Research | Feb 23, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Wild, Wild West – Western Commodity Premiums Stay Elevated, US Producers Reap Margin Benefits Key Points: Global market indicators remain favorable for US commodity chemical producers relative to peers in Asia. Though factors are likely to...

High Hopes – Demand Expectations Remain Broadly Positive, Supply Chain Ambitions Much More Varied

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...

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  • Premature Enthusiasm: China’s Economy May Not Balloon in ‘23 February 5, 2023
  • For What It’s Worth – Does A Cleaner Image Benefit LYB More Than Potential Lost Profit From Its Refinery? February 3, 2023
  • We Failed To Come Up With A Corny Headline Today, But Farmers Can Afford To Pay Up To Produce More February 2, 2023
  • Oil Companies – Buybacks/Chemicals Worth More Than CCS? February 2, 2023
  • February Snow – Rising Supply, Chilly Demand To Put Some Early 2023 Chemical Margin Upticks On Ice February 1, 2023

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Graham and Cooley are two of the most experienced consultants and advisors in the chemical sector with C-MACC being a uniquely positioned knowledge driven company that is a must to partner with for insights and analytics in chemicals.

Andrew Liveris

Former Chairman and CEO of Dow, Current Board Member of Aramco, Worley; Current Senior Advisor to the Saudi Arabia and Australian Governments

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