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.... 
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 22, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 152 Run Rabbit Run – The Chinese Rabbit is Fast, but The US Has Muscle The world’s optimists expect the Chinese rabbit to run hard, as its consumer spending helps offset western weakness to lead global economic growth in... 
by C-MACC Research | Jan 18, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Help Me Make It Through The Night – Global Cost Curve Steepening Will Combat Oversupply Setting, For Some Key Points: We are more concerned about chemical demand than supply in 2023. A steepening of global production cost curves may help offset... 
by C-MACC Research | Jan 10, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Backward Thinking: Will You Need The Feedstock To Compete? Key Points: Commodity chemical producers lacking feedstock integration face difficult choices as the energy sector expands downstream, pressuring non-integrated chemical returns. The...