C-MACC
  • Home
  • About
    • About Us
    • Job Openings
  • Research
    • All Categories
    • The Weekly Catalyst
    • Daily Chemical Reactions
    • Sunday Thematic & Weekly Recap
    • ESG, Recycling, & Climate
    • Weekly Thematic
  • ESG & Climate
    • ESG Services
    • Carbon Abatement
  • Advisory Services
  • Resources
    • Blogs and Downloads
    • Views That Matter Blog
    • Conferences
  • Login
Select Page
2023 – In The Frying Pan – But Heading Into The Fire, Maybe!

2023 – In The Frying Pan – But Heading Into The Fire, Maybe!

by C-MACC Research | Jan 2, 2023 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 149 2023 – In The Frying Pan – But Heading Into The Fire, Maybe! 2023 is off to a bad start with low margins (but maybe not low enough) and global operating rates reflecting significant oversupply, which could worsen. North...
Trading Places – Myriad Headwinds Face Chemical Sector Equities In 2023, Relative Trades In Focus

Trading Places – Myriad Headwinds Face Chemical Sector Equities In 2023, Relative Trades In Focus

by Research | Dec 30, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Trading Places – Myriad Headwinds Face Chemical Sector Equities In 2023, Relative Trades In Focus Key Points: Deteriorating consumer health and falling concern with chemical supply will hinder chemical sector equity performance in 1H23 –...
Santa Baby: I Only Want One Thing – Economic Growth – But I Want a Lot!

Santa Baby: I Only Want One Thing – Economic Growth – But I Want a Lot!

by C-MACC Research | Dec 23, 2022 | Daily Chemical Reactions

Daily Chemical Reaction Santa Baby: I Only Want One Thing – Economic Growth – But I Want a Lot! Key Points: Global chemical markets reflect oversupply and low margins, and this will not change without significant demand growth in 2023. It is unlikely on Santa’s...
The Battle Within – North America Cost Advantage Incentivizes Production, Price Competition To Rise

The Battle Within – North America Cost Advantage Incentivizes Production, Price Competition To Rise

by Research | Dec 20, 2022 | Daily Chemical Reactions

Daily Chemical Reaction The Battle Within – North America Cost Advantage Incentivizes Production, Price Competition To Rise Key Points: European chemical producer cutbacks will unlikely offset oversupplied Asian markets to support prices into 2023, limiting US cost...
Looking for light at the end of a very dark 2023 tunnel for chems

Looking for light at the end of a very dark 2023 tunnel for chems

by C-MACC Research | Dec 11, 2022 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 147 Looking for light at the end of a very dark 2023 tunnel for chems Our concerns around the fate of the global chemical industry for 2023 are now consensus, and while we are looking for what could go right – there is not...
« Older Entries

Request A Free Trial

Search through any of our publications

Reports By Category

  • Daily Chemical Reactions (676)
  • ESG, Recycling, & Climate (113)
  • Free Access (11)
  • Remote Conference (8)
  • Sunday Thematic & Weekly Recap (137)
  • The Weekly Catalyst (155)
  • Views That Matter Blog (1)
  • Weekly Thematic (171)

Most Recent Publications

  • Rock The Boat – Cost Curve Movements & Outages May Keep Prices Afloat, Squeeze Specialty Margins January 26, 2023
  • Power Base: We Are Sailing Too Close to The Wind (and Sun) January 25, 2023
  • Good Directions – Chemical Sector Profit Views For 2023 Are Low, Risk-Adjusted Return Profiles In Focus January 25, 2023
  • Lithium: Stronger for Longer or Hubris Following A Blow Out Year: High Prices Encourage New Entrants January 24, 2023
  • Global Chemical Update – That Spells Relief! (For Some!) January 23, 2023

Contact us about a subscription!

Graham and Cooley are two of the most experienced consultants and advisors in the chemical sector with C-MACC being a uniquely positioned knowledge driven company that is a must to partner with for insights and analytics in chemicals.

Andrew Liveris

Former Chairman and CEO of Dow, Current Board Member of Aramco, Worley; Current Senior Advisor to the Saudi Arabia and Australian Governments

+1 203 247 1291
@CMACCChemicals
C-MACC