by C-MACC Research | Jan 31, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Hold On, I’m Comin’ – US Petrochemical Margins Have Improved In 1Q23, Supply Response Ahead Key Points: Multiple US petrochemical producers highlight that margins have bottomed with their 4Q business reports, but a sector supply response could... 
by C-MACC Research | Jan 27, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Special Affair – Weak Chemical Sector Conditions Persisted Into 1Q; Falling Feedstock Costs Help Some Key Points: US consumer spending fell for the second consecutive month in December, led by a drop in durable goods demand – most chemical... 
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...