by C-MACC Research | Sep 19, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Kermit’s Swamp Years – More Chemical Cookies Than Monsters, Low Prices, & Singing “It’s Not Easy Being Green” Key Points: Methanol, similar to ammonia, appears set to benefit from rising demand beyond traditional channels, but low prices... 
by C-MACC Research | Aug 10, 2023 | Daily Chemical Reactions
Daily Chemical Reaction China’s Acting Single (Everyone Else Is Drinking Double) – Oversupplied Markets Benefit Consumers, Hurt Industry Key Points: China’s self-sufficiency push has driven its significant capacity growth in petrochemicals. While demand will... 
by C-MACC Research | Jul 11, 2023 | Daily Chemical Reactions
Daily Chemical Reaction I Gotta Feeling – More Global Chemical Business Updates Reduce 2H23 Expectations, More To Come Key Points: Global chemical sector business conditions in 2Q23 were weaker at its close than at its start – we flag more commodity and... 
by Research | Apr 21, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Ride Wit Me – Global Mega-Cycle Development To Remain In Support of US Commodity Chemicals Key Points: US commodity chemicals outperformed YTD, and 1H22 profit will likely beat expectations. A 2H22 commodity price/margin pullback remains a... 
by Research | Apr 6, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Rockin’ Down The (More Foggy) Highway – Autos The Brakes, Signals Risk For Other Durables Key Points: Industry reports continue to target strong demand, tight supply chains, & input sourcing issues, but some end-market health indicators are...