by C-MACC Research | Dec 6, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Tougher Than The Rest – Disruptions Support US Propylene, Oil Price Weakness Favors Lower Global Chemical Prices Key Points: Global crude oil price weakness will expedite chemical price declines and likely curb early 2024 forecasts, putting...
by Research | Nov 15, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Prices Inflation Is Slowing, But Will It Result In Demand Growing? Meanwhile, It’s Negative For Manufacturers Key Points: Global price inflation has slowed in 2H23, as shown recently in US and other country reports, but it is much more positive...
by Research | Nov 10, 2023 | Sustainability, Energy Transition, ESG
C-MACC Weekly Sustainability and Energy Transition Report Rules and Ideals vs Objectives – Should All Plastic Be Recycled? Not enough consumers want to pay higher prices for recycled polymers, placing a low value on the hydrogen content – could fuel subsidies attract...
by C-MACC Research | Nov 7, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Oil Prices or Outages Likely Need To Increase To Spur Global Restocking; 1H24 Could Resemble 2H23 More Than 1H23 Key Points We remain more confident in supply improvement and the slope of the global chemical cost curve staying in favor of...
by C-MACC Research | Oct 31, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Can’t Stop, Won’t Stop – China Focuses On Production, The West On Profits; More Tricks Than Treats For Most Key Points Chinese chemical growth is the primary culprit of global oversupply in 2023 – it has limited North American cost...