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Hold On, I’m Comin’ – US Petrochemical Margins Have Improved In 1Q23, Supply Response Ahead

Hold On, I’m Comin’ – US Petrochemical Margins Have Improved In 1Q23, Supply Response Ahead

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...
Special Affair – Weak Chemical Sector Conditions Persisted Into 1Q; Falling Feedstock Costs Help Some

Special Affair – Weak Chemical Sector Conditions Persisted Into 1Q; Falling Feedstock Costs Help Some

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...
Rock The Boat – Cost Curve Movements & Outages May Keep Prices Afloat, Squeeze Specialty Margins

Rock The Boat – Cost Curve Movements & Outages May Keep Prices Afloat, Squeeze Specialty Margins

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...
Good Directions – Chemical Sector Profit Views For 2023 Are Low, Risk-Adjusted Return Profiles In Focus

Good Directions – Chemical Sector Profit Views For 2023 Are Low, Risk-Adjusted Return Profiles In Focus

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...
Lithium: Stronger for Longer or Hubris Following A Blow Out Year: High Prices Encourage New Entrants

Lithium: Stronger for Longer or Hubris Following A Blow Out Year: High Prices Encourage New Entrants

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...
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  • Hold On, I’m Comin’ – US Petrochemical Margins Have Improved In 1Q23, Supply Response Ahead January 31, 2023
  • Global Chemical Update – Smoke Gets In Your Eyes January 30, 2023
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  • Special Affair – Weak Chemical Sector Conditions Persisted Into 1Q; Falling Feedstock Costs Help Some January 27, 2023
  • Rock The Boat – Cost Curve Movements & Outages May Keep Prices Afloat, Squeeze Specialty Margins January 26, 2023

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