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 C-MACC Research | Nov 16, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Low Asia Prices and The North America Production Cost Advantage Favor Price Deflation, Lift Project Finance Risk Key Points Price deflation is more of a risk to Western chemical producers than inflation in 2024, amid low-priced Asia... 
by C-MACC Research | Oct 20, 2023 | Sustainability, Energy Transition, ESG, Weekly Thematic
C-MACC Weekly Sustainability and Energy Transition Report Emission Impossible: Where Is Tom Cruise When You Need Him? Regardless of the location of COP28 and who is hosting this was always likely to be a showdown between those wanting a practical approach & those... 
by C-MACC Research | Apr 20, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Greased Lightening: As Tesla Flexes its Scale Muscles, Competitors Should Worry, But So Should Suppliers Key Points: Tesla cuts prices to spur demand, signaling a willingness to cut margins for market share. We foresee a rising EV industry... 
by C-MACC Research | Feb 5, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 154 Premature Enthusiasm: China’s Economy May Not Balloon in ‘23 We recently noted a more upbeat tone in 2023 expectations, including a revised upward forecast from the IMF – we believe it is too soon to declare victory. Lower...