by C-MACC Research | Nov 26, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 196 Origin Materials: Making Tough Choices Many Others Are Avoiding As the global financial backdrop deteriorates for those needing capital, large and small, cash management has become more critical – it is not a time to...
by C-MACC Research | Nov 21, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Less Gobble, More Wobble – Polymer Prices Weaken As Feedstocks Fall, Supply Rises, Buyer Urgency Bobbles Lower Key Points Higher crude oil prices and outages spurred a polymer price rebound in 3Q23 – many prices are still well above...
by C-MACC Research | Oct 5, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Picking Time! Low Priced Commodities Facing Rising, But Expected Demand, Or Those In Need Of Supply Cuts? Key Points: After the commodity price surge of 2021-2022, many producer equity values have followed their respective commodity prices...
by C-MACC Research | Sep 26, 2023 | Daily Chemical Reactions
Daily Chemical Reaction What’s Your Crude View!? Most Global Chemical Markets Face Oversupply; Higher Crude Provides Price Support Key Points: Recent crude oil price strength helped lift global chemical prices amid oversupplied conditions in 3Q23, but absent further...
by C-MACC Research | Jul 12, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Oversupply Serenade: US Chemicals The Best Singer Among Screamers As Asia Moans, Europe Yelps In Pain Key Points: NW Europe and Asia polyethylene and polyvinyl chloride (PVC) spot prices reflect premiums to US levels, a plus for exporting the...