by C-MACC Research | Nov 16, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Low Asia Prices and The North America Production Cost Advantage Favor Price Deflation, Lift Project Finance Risk Key Points Price deflation is more of a risk to Western chemical producers than inflation in 2024, amid low-priced Asia... 
by Research | Nov 15, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Prices Inflation Is Slowing, But Will It Result In Demand Growing? Meanwhile, It’s Negative For Manufacturers Key Points: Global price inflation has slowed in 2H23, as shown recently in US and other country reports, but it is much more positive... 
by C-MACC Research | Nov 14, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Tighter Ammonia Markets – A Plus For Producers & Its Clean Transition, Negative For Non-Integrated Derivative Profits Key Points C-MACC Co-Founder Cooley May is attending the Ammonia Energy Association conference this week, with his... 
by C-MACC Research | Nov 10, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Weak Consumer Sentiment & Unexpected, Negative Clean Energy Sector Shocks – Not Positive For The Energy Transition Key Points: US consumer sentiment fell for the fourth consecutive month in November, and adverse clean energy... 
by C-MACC Research | Nov 9, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Western Inflation Has Slowed, But Is Far From Negative –Price Deflation In China Is A Threat To Western Industry Key Points: China appears well positioned to benefit from much lower relative inflation than Europe and the US for the third...