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... 
by C-MACC Research | Jan 13, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Slow Burn – Global Chemical Market Oversupply To Keep Most Cost Curve Benefits In Check, For Now Key Points: Recent global chemical production cost movements and US price support have lifted domestic market sentiment, but our study suggests low... 
by C-MACC Research | Jan 12, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Mystic Of The East – Western Markets To Likely Face More Price Headwinds Than Asia Again In 2023 Key Points: Western market consumers faced much greater price inflation than those in Asia in 2022, and most expect it to occur again in 2023. A... 
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 C-MACC Research | Dec 29, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Hard Rain’s A-Gonna Fall – But, It Is Occurring And Known, 1H23 Sector Profit May Beat Low Estimates Key Points: Global chemical market indicators increasingly signal oversupply, supporting negative sector views that could lessen with any 1H23...