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... 
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... 
by C-MACC Research | Nov 27, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 145 A Game of Two Halves – It Is Now Time To Play Offense! As worsening business conditions into yearend lower 2023 outlooks, we think money will be made by those making consolidation moves versus those who hide. Almost... 
by C-MACC Research | Nov 9, 2022 | Daily Chemical Reactions
Daily Chemical Reaction OXY-Clean – Moving Quickly Towards Green, While Followers Of Its Core Products Get Increasingly Mean Key Points: We discuss Oxy strategic initiatives to put cashflows to work to expand its chemicals and clean-energy businesses and why it will... 
by C-MACC Research | Aug 9, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Any Way You Want It – Chemical Supply Concerns Deescalate, Global Demand Concerns Accelerate Key Points: Demand concerns are overtaking the expected benefits of input cost relief for non-integrated intermediate and specialty producers in 2H22...