by C-MACC Research | Dec 10, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 198 Pent-Up M&A: Expect a Surge When the Playing Field Is Understood Many companies will evaluate transaction options over the next few years, but valuation mismatches and unclear regulations could produce significant... 
by C-MACC Research | Dec 7, 2023 | Daily Chemical Reactions
Daily Chemical Reaction China Exports Deflation! Western Chemical Cost Declines May Not Outpace Product Price Declines for Many Key Points Global commodity chemical prices are under pressure from the drop in crude oil values and tepid demand – it could result in... 
by C-MACC Research | Dec 5, 2023 | Daily Chemical Reactions
Daily Chemical Reaction North America Ethylene Chain Cost Advantage Significant To Asia & Europe, But Not Without Risk Of Turbulence In 2024 Key Points The US ethylene production cost advantage is sizable relative to Asia and Europe, and its spot and... 
by C-MACC Research | Dec 4, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – US Costs Fall More than Prices, For Most US ethylene production economics, based on ethane feedstock, held up WoW, as cost deflation helps support domestic ethylene profit and integrated domestic polymer margins despite... 
by C-MACC Research | Nov 30, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Abracadabra! – Is US Contract PE Price Support Based On Reality Or Wizardry, Hopes & Prayers? Key Points Global polyethylene (PE) spot prices have declined in 4Q23, putting downward pressure on US export prices and US contract reference...