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 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 Research | Nov 3, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Everywhere – Demand & Oversupply Concerns Mount; Cost & Competitive Positions To Gain Greater Focus Key Points: Near-term global concerns with demand and product oversupply are overtaking the appreciation of cost curves and competitive... 
by C-MACC Research | Jul 19, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Delicate – Deteriorating Profit Trends Could Crack 2H22 Expectations Broadly, 2Q Results To Be Mixed Key Points: U.S. polymer premiums relative to Asia are falling amid rising availability, and more pressure is likely ahead. Chemical sector... 
by Research | Jun 1, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Skyline – US Cost Advantages Support Long-Term Sector Optimism, Near-Term Profit Trends Worsen Key Points: US chemical production costs on average remain advantaged relative to Ex-US peers. We discuss potential projects in Orange County, TX,...