by C-MACC Research | Nov 26, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 196 Origin Materials: Making Tough Choices Many Others Are Avoiding As the global financial backdrop deteriorates for those needing capital, large and small, cash management has become more critical – it is not a time to... 
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... by Research | Feb 25, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Simple Man – High European Costs, End-Demand Strength Positive For US Chemical Producer Profit Key Points: European chemical feedstock values have risen meaningfully since mid-2021, ahead of the recent jolt from the Russia/Ukraine conflict. We... by Research | Feb 18, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Chemtrails Over The Country Club – Chemical Sector Strategic M&A Rises As A Growth Capex Priority Key Points: US commodity chemical profit hit record levels in 2021, but strategic M&A is taking priority among producers relative to... by C-MACC Research | Feb 13, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 105 Chemical demand may exceed most 2022 expectations As companies report much stronger 4Q demand and a strong start to 2022, we question how much is real and how much is an inventory rethink. A strong “protective” inventory...