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 Research | Dec 14, 2022 | Daily Chemical Reactions
Daily Chemical Reaction The Fire Inside – Global Chemical Oversupply Looks Severe, But Inventory Moves Can Be Deceiving Key Points: Global petrochemical markets are oversupplied despite recent operating rate cuts, suggesting any improvement in profitability will... 
by C-MACC Research | Dec 11, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 147 Looking for light at the end of a very dark 2023 tunnel for chems Our concerns around the fate of the global chemical industry for 2023 are now consensus, and while we are looking for what could go right – there is not... 
by C-MACC Research | Dec 6, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Risky Business – Manufacturer Job Losses In Europe Could Outpace Energy Transition Job Gains Key Points: The European chemical industry faces near-to-medium-term cost and demand challenges that could cut its manufacturing base more than its... 
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...