by C-MACC Research | Jan 2, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 149 2023 – In The Frying Pan – But Heading Into The Fire, Maybe! 2023 is off to a bad start with low margins (but maybe not low enough) and global operating rates reflecting significant oversupply, which could worsen. North... 
by C-MACC Research | Dec 29, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Hard Rain’s A-Gonna Fall – But, It Is Occurring And Known, 1H23 Sector Profit May Beat Low Estimates Key Points: Global chemical market indicators increasingly signal oversupply, supporting negative sector views that could lessen with any 1H23... 
by C-MACC Research | Dec 28, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Wasted on You – Demand To Soak Up Oversupplied Markets Trumps Cost Curve Placement, For Now Key Points: Global chemical markets moved from tight conditions in early 2022 to oversupply by yearend, and we view demand as much more of a wild card... 
by Research | Dec 20, 2022 | Daily Chemical Reactions
Daily Chemical Reaction The Battle Within – North America Cost Advantage Incentivizes Production, Price Competition To Rise Key Points: European chemical producer cutbacks will unlikely offset oversupplied Asian markets to support prices into 2023, limiting US cost... 
by C-MACC Research | Dec 11, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 147 Looking for light at the end of a very dark 2023 tunnel for chems Our concerns around the fate of the global chemical industry for 2023 are now consensus, and while we are looking for what could go right – there is not...