by C-MACC Research | Jul 23, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 178 It’s Time To Be Bleak: Nothing To Be Gained By Talking Up The Market We see no value in basic chemical companies trying to spin a positive story with 2Q earnings – things are bad for basic chemicals, and everyone needs to... 
by C-MACC Research | Jul 18, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Global Demand Upturn Needed To Absorb Oversupply, Elevate Production In Low-Cost Areas – Unlikely In 2H23 Key Points: US industrial production declined in June for the second consecutive month, reflecting the first annual decrease in 28 months... 
by C-MACC Research | Mar 30, 2023 | Daily Chemical Reactions
Daily Chemical Reaction You’ve Got The Love – US Chemical Margins Grow As Its Feedstock Values Fall, Energy Sector Awareness Rises Key Points: Strength in North American chemical production margins due to falling feedstock costs relative to those abroad is boosting... 
by C-MACC Research | Feb 26, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 157 GOOOAAAAL! INEOS Scores Again – Thanks For The Validation Our theme around the possible need for backward integration for all basic chemical producers as energy transition evolves was validated by INEOS this week. INEOS is... 
by C-MACC Research | Feb 24, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Wrong Place, Wrong Time – BASF & German Troubles Far From Over, More Strategic Action Needed Key Points: European chemical producers face the challenges of a global production cost disadvantage and a generally mature consumer growth...