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An Unbalanced World: North American Cost Advantage Drives Output – High-Cost Regions Face Closures

An Unbalanced World: North American Cost Advantage Drives Output – High-Cost Regions Face Closures

by C-MACC Research | Sep 28, 2023 | Daily Chemical Reactions

Daily Chemical Reaction An Unbalanced World: North American Cost Advantage Drives Output – High-Cost Regions Face Closures Key Points: Rising overseas production costs in 3Q23 spurred a production response from North American manufacturers, and the benefits are much...
What’s Your Crude View!? Most Global Chemical Markets Face Oversupply; Higher Crude Provides Price Support

What’s Your Crude View!? Most Global Chemical Markets Face Oversupply; Higher Crude Provides Price Support

by C-MACC Research | Sep 26, 2023 | Daily Chemical Reactions

Daily Chemical Reaction What’s Your Crude View!? Most Global Chemical Markets Face Oversupply; Higher Crude Provides Price Support Key Points: Recent crude oil price strength helped lift global chemical prices amid oversupplied conditions in 3Q23, but absent further...
Soul To Squeeze – More Global Production & Tighter Spreads Ahead, Europe Reflects The Most Regional Risk

Soul To Squeeze – More Global Production & Tighter Spreads Ahead, Europe Reflects The Most Regional Risk

by C-MACC Research | Sep 20, 2023 | Daily Chemical Reactions

Daily Chemical Reaction Soul To Squeeze – More Global Production & Tighter Spreads Ahead, Europe Reflects The Most Regional Risk Key Points: Global base chemical values have increased with crude-oil-based feedstocks in 3Q23. However, polymer values have risen more...
Kermit’s Swamp Years – More Chemical Cookies Than Monsters, Low Prices, & Singing “It’s Not Easy Being Green”

Kermit’s Swamp Years – More Chemical Cookies Than Monsters, Low Prices, & Singing “It’s Not Easy Being Green”

by C-MACC Research | Sep 19, 2023 | Daily Chemical Reactions

Daily Chemical Reaction Kermit’s Swamp Years – More Chemical Cookies Than Monsters, Low Prices, & Singing “It’s Not Easy Being Green” Key Points: Methanol, similar to ammonia, appears set to benefit from rising demand beyond traditional channels, but low prices...
Upstream Vibes – Global Chemical Industry Challenges In Many Cases Typical, Solutions Can Starkly Differ By Region

Upstream Vibes – Global Chemical Industry Challenges In Many Cases Typical, Solutions Can Starkly Differ By Region

by C-MACC Research | Sep 14, 2023 | Daily Chemical Reactions

Daily Chemical Reaction Upstream Vibes – Global Chemical Industry Challenges In Many Cases Typical, Solutions Can Starkly Differ By Region Key Points: The global chemical industry reflects an oversupplied setting, and a steepening cost curve has spurred low-cost...
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