by Research | Sep 29, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Cruisin’ For A Bruisin’ – Auto Market Consumers Get Run Over, Suppliers Should Buckle Their Safety Belts Key Points: Consumer affordability indicators are braking amid rising borrowing costs and low confidence, positioning auto markets to hit a... 
by Research | Sep 11, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 134 The 51st State – May Now Seem More Appealing It seems appropriate to talk about the UK this week as the risk of economic isolation should be the biggest of many worries on Prime Minister Truss’ list.The Commonwealth was... 
by C-MACC Research | Sep 7, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Electric Avenue – Rising Demand To Support Clean Energy Mineral Index, Greater Risk In Other Chains Key Points: Our clean energy mineral price index declined for the fifth consecutive month in August, but the rate of decline has moderated. We... 
by Research | Aug 30, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Playing The Long Game – Energy Sector Capex Drives To Chemicals, Europe Tries To Get Out Of The Bunker Key Points: We discuss long-term strategic sector announcements supporting our thematic views of energy companies boosting chemical... 
by Research | Aug 16, 2022 | Daily Chemical Reactions
Daily Chemical Reaction River Of Tears – Could European Shortages Be A Lifeline for US Producers As Costs Float Higher? Key Points: The global petrochemical production cost curve favors US producers, but lower prices and higher costs to still drive margin compression...