by C-MACC Research | Jan 26, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Rock The Boat – Cost Curve Movements & Outages May Keep Prices Afloat, Squeeze Specialty Margins Key Points: The global chemical production cost curve has risen during a period of production cuts to deal with oversupply, setting up a... 
by C-MACC Research | Jan 25, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Good Directions – Chemical Sector Profit Views For 2023 Are Low, Risk-Adjusted Return Profiles In Focus Key Points: Most chemical sector investors agree that 2023 will be a tough year and 2024 will be better, but long-term risk-adjusted return... 
by C-MACC Research | Jan 24, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Lithium: Stronger for Longer or Hubris Following A Blow Out Year: High Prices Encourage New Entrants Key Points: Clean energy mineral forecasts are broadly bullish. We see near-to-medium-term conditions staying tighter than most chemical... 
by C-MACC Research | Jan 20, 2023 | Daily Chemical Reactions
Daily Chemical Reaction The Energizer Bunny or Flopsy – What To Expect From The Chinese New Year – Hopes Are High Key Points: While all eyes are on China as the growth engine for 2023, its costs are high, and North America has the availability and cost advantage to... 
by C-MACC Research | Jan 19, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Holding Back The Tide – Production Cuts Will Sink Inventories But May Drown Some Cost Relief Views Key Points: Initial chemical sector 4Q reports and outlooks support consensus views of commodity weakness and non-integrated derivative producer...