by C-MACC Research | Oct 29, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 192 Too Hot To Handle: If Climate Change Is Real, We May Be Screwed In our view, those calling for a quick end to fossil fuel use and simultaneously vilifying the oil and gas industry are likely condemning energy transition to... 
by C-MACC Research | Oct 27, 2023 | Daily Chemical Reactions
Daily Chemical Reaction It’s Raining Hard – Without A Cost Umbrella, You Better Learn How To Swim! The Water Will Likely Deepen In 2024! Key Points: There is more confidence in high oil prices and recent cost curve developments holding than in demand in most 2H23... 
by C-MACC Research | Oct 13, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Friday The 13th – Agriculture Relatively Less Perilous Than Most Chemical Markets – Even Jason & Freddy Have To Eat! Key Points: NW Europe ammonia prices increased this week but not at the pace of its production costs, a positive... 
by C-MACC Research | Jul 30, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 179 Safe European Home: A Clash Without More Support For Chemicals We will work through several themes from this quarter’s earnings reports over the coming weeks, China is the standout, but Europe is much more worrying. Demand... 
by C-MACC Research | Jul 28, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Any Way You Slice It – China Holds The Key To 2H23 (& 2024). Upstream Integration Importance Grows! Key Points: Chemical sector 2Q23 updates highlighted continued weakness in 2H23, with many cutting profit outlooks – though some anticipate...