by C-MACC Research | May 3, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Bejeweled – Critical Mineral Market Optimism Remains High Despite Price Pullback, Will Supply Be There? Key Points: The C-MACC Clean Energy Minerals Monthly Price Index fell ~6% MoM in April to reflect a 34% lower YTD level, with falling... 
by Research | Jul 1, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Burned Like A Rocket – U.S. Commodity Equities Outperformed In 1H22, Face Headwinds In 2H22 Key Points: We follow early 2Q C-MACC research, Pause – Commodity Equities May Take A Breather Here, Despite Compelling Long Term Fundamentals, with a... 
by Research | Apr 6, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Rockin’ Down The (More Foggy) Highway – Autos The Brakes, Signals Risk For Other Durables Key Points: Industry reports continue to target strong demand, tight supply chains, & input sourcing issues, but some end-market health indicators are... 
by Research | Apr 3, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 112 Time To Sweat The Small Stuff – Will All Ethylene Units Survive As the cost of climate change becomes uniform and more widely accepted, some higher emitting, less efficient industrial facilities will close – including...
