by C-MACC Research | Jan 8, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 150 As Chemical Earnings Fall, Capital Allocation To Chemicals May Rise Like peers in 2022, ExxonMobil and Shell’s chemical business weakness was overwhelmed by record profit elsewhere, but chemical investments are...
by C-MACC Research | Jan 6, 2023 | Daily Chemical Reactions
Daily Chemical Reaction From Station To Station – Do You Want One Part Of The Journey Or To Take Integration To The End Of The Line? Key Points: The Shell 4Q22 business update, similar to the one from ExxonMobil, shows much weaker chemical than profit upstream but...
by C-MACC Research | Jan 5, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Relieving Stress – Western Natural Gas Price Drop Favors Chemical Production, Lifts Oversupply Risk Key Points: Weakness in Western natural gas prices favors chemical production, lifting oversupply risk in many products, especially in areas...
by C-MACC Research | Jul 8, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Stuck In The Middle With You – Trends Underlying US Trade Deficit Shrinkage Negative For Domestic Chemical Producers Key Points: The U.S. trade deficit shrunk in May, as weaker domestic consumer demand curbed imports while rising energy... by Research | Feb 10, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Higher Ground – Consumer Price Strength Broadly Reported, Global Chemical Sector Margins Varied Key Points: Global chemical sector margins remain varied by product chain, region, and level of feedstock integration. We expand upon our recent...