Sunday Executive Summary Yikes! Could It Really Be Different This Time? The projection at the WPC this week that polyethylene capacity will only operate at 80% rates in 2023 needs the context that this has not March 26, 2023 No Comments
Global Market Analysis Chained To The Rhythm – Global Chemical Market Volatility To Be Higher In 2023 Than Most Appreciate Daily Chemical Reaction Chained To The Rhythm – Global Chemical Market Volatility To Be Higher In 2023 Than Most Appreciate Key Points: See PDF below March 24, 2023 No Comments
Sunday Executive Summary Que SERA CERA! Energy & Transition Players Ready For Debate! Both C-MACC co-founders will attend CERAWeek. Our initial view of the agenda suggests a heavy focus on energy transition, but other relevant themes are present. March 5, 2023 No Comments
Global Market Analysis Steep Global Cost Curve & China Demand Strength Will Limit US Ethylene Chain Profit Risk – If They Persist! US and Asia polymer prices have risen YTD but for different reasons. A steep global chemical cost curve and rising China demand will help limit March 1, 2023 No Comments