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Surprise Surprise! This Earnings Season Features Catching Knives

Surprise Surprise! This Earnings Season Features Catching Knives

by C-MACC Research | Jan 29, 2023 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 153 Surprise Surprise! This Earnings Season Features Catching Knives In chemicals and energy, we were dealing with the effect of large numbers and rapidly moving prices and margins in 4Q 2022 – most estimates have been missed....
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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Most Recent Publications

  • Global Chemical Update – Smoke Gets In Your Eyes January 30, 2023
  • Surprise Surprise! This Earnings Season Features Catching Knives January 29, 2023
  • 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
  • Power Base: We Are Sailing Too Close to The Wind (and Sun) January 25, 2023

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