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2023 – In The Frying Pan – But Heading Into The Fire, Maybe!

2023 – In The Frying Pan – But Heading Into The Fire, Maybe!

by C-MACC Research | Jan 2, 2023 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 149 2023 – In The Frying Pan – But Heading Into The Fire, Maybe! 2023 is off to a bad start with low margins (but maybe not low enough) and global operating rates reflecting significant oversupply, which could worsen. North...
The Battle Within – North America Cost Advantage Incentivizes Production, Price Competition To Rise

The Battle Within – North America Cost Advantage Incentivizes Production, Price Competition To Rise

by Research | Dec 20, 2022 | Daily Chemical Reactions

Daily Chemical Reaction The Battle Within – North America Cost Advantage Incentivizes Production, Price Competition To Rise Key Points: European chemical producer cutbacks will unlikely offset oversupplied Asian markets to support prices into 2023, limiting US cost...
Shirking Responsibility Is Not A Strategy, And Will Solve Nothing

Shirking Responsibility Is Not A Strategy, And Will Solve Nothing

by Research | Sep 25, 2022 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 136 Shirking Responsibility Is Not A Strategy, And Will Solve Nothing We are critical of the Bloomberg “no chemical investment” initiative as, unusually for Bloomberg, it shirks environmental responsibility in our...
Walk Em Down – Chemical Sector Profit Headwinds Continue Rise, Chemours Steps Its Profit View Lower

Walk Em Down – Chemical Sector Profit Headwinds Continue Rise, Chemours Steps Its Profit View Lower

by Research | Sep 21, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Walk Em Down – Chemical Sector Profit Headwinds Continue Rise, Chemours Steps Its Profit View Lower Key Points: Global commodity chemical prices have declined during the past three months, but demand concerns outweigh the benefits of cost...
Rollin’ and Tumblin’ – Global Polymer Prices Move Lower, US Premiums Shrink, Olin Cuts 3Q Profit View

Rollin’ and Tumblin’ – Global Polymer Prices Move Lower, US Premiums Shrink, Olin Cuts 3Q Profit View

by Research | Sep 20, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Rollin’ and Tumblin’ – Global Polymer Prices Move Lower, US Premiums Shrink, Olin Cuts 3Q Profit View Key Points: Global polymer prices have declined significantly relative to 1H22 highs, and we discuss the collapse in US premium polymer prices...
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