C-MACC
  • Home
  • About
    • About Us
    • Job Openings
  • Research
    • All Categories
    • The Weekly Catalyst
    • Daily Chemical Reactions
    • Sunday Thematic & Weekly Recap
    • ESG, Recycling, & Climate
    • Weekly Thematic
  • ESG & Climate
    • ESG Services
    • Carbon Abatement
  • Advisory Services
  • Resources
    • Blogs and Downloads
    • Views That Matter Blog
    • Conferences
  • Login
Select Page
Run Rabbit Run – The Chinese Rabbit is Fast, but The US Has Muscle

Run Rabbit Run – The Chinese Rabbit is Fast, but The US Has Muscle

by C-MACC Research | Jan 22, 2023 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 152 Run Rabbit Run – The Chinese Rabbit is Fast, but The US Has Muscle The world’s optimists expect the Chinese rabbit to run hard, as its consumer spending helps offset western weakness to lead global economic growth in...
Holding Back The Tide – Production Cuts Will Sink Inventories But May Drown Some Cost Relief Views

Holding Back The Tide – Production Cuts Will Sink Inventories But May Drown Some Cost Relief Views

by C-MACC Research | Jan 19, 2023 | Daily Chemical Reactions

Daily Chemical Reaction Holding Back The Tide – Production Cuts Will Sink Inventories But May Drown Some Cost Relief Views Key Points: Initial chemical sector 4Q reports and outlooks support consensus views of commodity weakness and non-integrated derivative producer...
Backward Thinking: Will You Need The Feedstock To Compete?

Backward Thinking: Will You Need The Feedstock To Compete?

by C-MACC Research | Jan 10, 2023 | Daily Chemical Reactions

Daily Chemical Reaction Backward Thinking: Will You Need The Feedstock To Compete? Key Points: Commodity chemical producers lacking feedstock integration face difficult choices as the energy sector expands downstream, pressuring non-integrated chemical returns. The...
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...
Wasted on You – Demand To Soak Up Oversupplied Markets Trumps Cost Curve Placement, For Now

Wasted on You – Demand To Soak Up Oversupplied Markets Trumps Cost Curve Placement, For Now

by C-MACC Research | Dec 28, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Wasted on You – Demand To Soak Up Oversupplied Markets Trumps Cost Curve Placement, For Now Key Points: Global chemical markets moved from tight conditions in early 2022 to oversupply by yearend, and we view demand as much more of a wild card...
« Older Entries

Request A Free Trial

Search through any of our publications

Reports By Category

  • Daily Chemical Reactions (677)
  • ESG, Recycling, & Climate (113)
  • Free Access (11)
  • Remote Conference (8)
  • Sunday Thematic & Weekly Recap (137)
  • The Weekly Catalyst (155)
  • Views That Matter Blog (1)
  • Weekly Thematic (171)

Most Recent Publications

  • Special Affair – Weak Chemical Sector Conditions Persisted Into 1Q; Falling Feedstock Costs Help Some January 27, 2023
  • Rock The Boat – Cost Curve Movements & Outages May Keep Prices Afloat, Squeeze Specialty Margins January 26, 2023
  • Power Base: We Are Sailing Too Close to The Wind (and Sun) January 25, 2023
  • Good Directions – Chemical Sector Profit Views For 2023 Are Low, Risk-Adjusted Return Profiles In Focus January 25, 2023
  • Lithium: Stronger for Longer or Hubris Following A Blow Out Year: High Prices Encourage New Entrants January 24, 2023

Contact us about a subscription!

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

+1 203 247 1291
@CMACCChemicals
C-MACC