by C-MACC Research | Mar 5, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 158 Que SERA CERA! Energy & Transition Players Ready For Debate! Both C-MACC co-founders will attend CERAWeek. Our initial view of the agenda suggests a heavy focus on energy transition, but other relevant themes are... 
by C-MACC Research | Mar 2, 2023 | Daily Chemical Reactions
Daily Chemical Reaction On The Road Again – Asia BD Prices Rise Relative to US Levels, Derivative Prices Signal Demand Revival Key Points: Asia spot butadiene (BD) prices have increased YTD on an absolute basis and relative to US values. We discuss the strength in BD... 
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...