by C-MACC Research | Dec 7, 2023 | Daily Chemical Reactions
Daily Chemical Reaction China Exports Deflation! Western Chemical Cost Declines May Not Outpace Product Price Declines for Many Key Points Global commodity chemical prices are under pressure from the drop in crude oil values and tepid demand – it could result in... 
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 20, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Heading Into A Colder Setting Key Points: Polyethylene (PE) and Polyvinyl Chloride (PVC) spot prices fell more in the US than abroad WoW, but Polypropylene (PP) values strengthened WoW despite US propylene and Ex-US PP... 
by C-MACC Research | Nov 7, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Oil Prices or Outages Likely Need To Increase To Spur Global Restocking; 1H24 Could Resemble 2H23 More Than 1H23 Key Points We remain more confident in supply improvement and the slope of the global chemical cost curve staying in favor of... 
by C-MACC Research | Oct 18, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Higher Financing Costs – Negative Clean Product Growth, Positive For Keeping Commodity Market Growth In Check Key Points Financing costs and the needed return rates to advance projects have risen with interest rates – a headwind for the energy...