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... 
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 –... 
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... 
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... 
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...