by C-MACC Research | Nov 27, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 145 A Game of Two Halves – It Is Now Time To Play Offense! As worsening business conditions into yearend lower 2023 outlooks, we think money will be made by those making consolidation moves versus those who hide. Almost... 
by Research | Nov 10, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Meat Loaf – Costs Less and Lasts Longer In Plastic Packaging, For Crying Out Loud! Key Points: We show some commonsense data highlighting the benefits of plastic packaging relative to alternative products, while COP27 agitators miss the true... 
by C-MACC Research | Oct 19, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Let’s Groove – Efforts To Lengthen Chemical Product Chains To Stay In Motion Despite Macro Uncertainty Key Points: We highlight the Chlor-Alkali market, in light of Ineos and Ashta Chemicals news, and discuss why strategic moves to lengthen... 
by C-MACC Research | Aug 12, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Squeeze Box – Global Polymer Markets To Loosen, Most Likely Push US Prices Down More Than Costs Key Points: US polymer prices have declined from their YTD highs but most remain well above 2019 levels. Further 2H price declines are... 
by Research | Jul 12, 2022 | Daily Chemical Reactions
Daily Chemical Reaction When the Stars Go Blue – 2Q22 Sector Results to Vary By Region & Product, 2H22 Risks Continue To Mount Key Points: 2Q chemical sector results will vary by region and may not be as dire for some as many envision, as shown with the BASF...