by C-MACC Research | Sep 8, 2023 | Daily Chemical Reactions
Daily Chemical Reaction The Quest: Next Week C-MACC Travels For Answers as Uncertainty Is High & Rising On Multiple Fronts Key Points: Part of the C-MACC team will attend the PACK EXPO conference next week, and the other part will be at the CMA World Chemical...
by C-MACC Research | Sep 6, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Global Polypropylene Oversupply – European Cuts Begin, But Far From Enough To Offset Asia Additions Key Points: European polypropylene prices are at a premium to the US and Asia, but integrated producer profit in this region is among the lowest...
by C-MACC Research | Aug 29, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Shutdowns Needed To Quicken Global Chemical Cycle Recovery – Major Cuts in China & North America Unlikely! Key Points: Global chemical oversupply will likely worsen into year-end as North America’s cost advantage and China’s unrelenting...
by C-MACC Research | Aug 11, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Known Unknowns Need To Materialize To Spur Chemical Prices – Energy Shock or Hurricane? Take Your Pick! Key Points: US prices increased at the consumer and wholesale level in July. While most indicators reflect price support in August, further...
by C-MACC Research | Jun 12, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 172 Shell Game: What To Do With an Unprofitable Poorly Run Business? Ten years ago, it would have been easy for shareholders to call for Shell to exit chemicals had the business shown the losses and operating problems it has...