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 15, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Biofuels are hitting the headlines – important but no panacea The future is bright for biofuels, but these fuels will not allow airlines to meet demand targets. The math around production does not work – inputs will... 
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 Research | Sep 9, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Too Drunk To Drive – 2H22 Consensus Views Lag Reality, Opportunities To Emerge As They Sober Up Key Points: US (and global) commodity profitability sharply fell on a spot basis in 3Q22, and sector equities reacted. Stale sell-side consensus... 
by C-MACC Research | Sep 8, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Farm To Fame – Global Ammonia Market Tight, Blue & Green Growth Prospects Continue To Sprout Key Points: US ammonia prices and margins remain at the high end of the 30yr range, and we discuss why this market could stay tighter for longer...