C-MACC
  • Home
  • About
    • About Us
    • Job Openings
  • Research
    • All Categories
    • The Weekly Catalyst
    • Daily Chemical Reactions
    • Sunday Thematic & Weekly Recap
    • ESG, Recycling, & Climate
    • Weekly Thematic
  • ESG & Climate
    • ESG Services
    • Carbon Abatement
  • Advisory Services
  • Resources
    • Blogs and Downloads
    • Views That Matter Blog
    • Conferences
  • Login
Select Page
Backward Thinking: Will You Need The Feedstock To Compete?

Backward Thinking: Will You Need The Feedstock To Compete?

by C-MACC Research | Jan 10, 2023 | Daily Chemical Reactions

Daily Chemical Reaction Backward Thinking: Will You Need The Feedstock To Compete? Key Points: Commodity chemical producers lacking feedstock integration face difficult choices as the energy sector expands downstream, pressuring non-integrated chemical returns. The...
As Chemical Earnings Fall, Capital Allocation To Chemicals May Rise

As Chemical Earnings Fall, Capital Allocation To Chemicals May Rise

by C-MACC Research | Jan 8, 2023 | Sunday Thematic & Weekly Recap

C-MACC Sunday Thematic & Weekly Recap 150 As Chemical Earnings Fall, Capital Allocation To Chemicals May Rise Like peers in 2022, ExxonMobil and Shell’s chemical business weakness was overwhelmed by record profit elsewhere, but chemical investments are...
Relieving Stress – Western Natural Gas Price Drop Favors Chemical Production, Lifts Oversupply Risk

Relieving Stress – Western Natural Gas Price Drop Favors Chemical Production, Lifts Oversupply Risk

by C-MACC Research | Jan 5, 2023 | Daily Chemical Reactions

Daily Chemical Reaction Relieving Stress – Western Natural Gas Price Drop Favors Chemical Production, Lifts Oversupply Risk Key Points: Weakness in Western natural gas prices favors chemical production, lifting oversupply risk in many products, especially in areas...
2023 – In The Frying Pan – But Heading Into The Fire, Maybe!

2023 – In The Frying Pan – But Heading Into The Fire, Maybe!

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...
The Battle Within – North America Cost Advantage Incentivizes Production, Price Competition To Rise

The Battle Within – North America Cost Advantage Incentivizes Production, Price Competition To Rise

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...
« Older Entries

Request A Free Trial

Search through any of our publications

Reports By Category

  • Daily Chemical Reactions (676)
  • ESG, Recycling, & Climate (113)
  • Free Access (11)
  • Remote Conference (8)
  • Sunday Thematic & Weekly Recap (137)
  • The Weekly Catalyst (155)
  • Views That Matter Blog (1)
  • Weekly Thematic (171)

Most Recent Publications

  • Rock The Boat – Cost Curve Movements & Outages May Keep Prices Afloat, Squeeze Specialty Margins January 26, 2023
  • Power Base: We Are Sailing Too Close to The Wind (and Sun) January 25, 2023
  • Good Directions – Chemical Sector Profit Views For 2023 Are Low, Risk-Adjusted Return Profiles In Focus January 25, 2023
  • Lithium: Stronger for Longer or Hubris Following A Blow Out Year: High Prices Encourage New Entrants January 24, 2023
  • Global Chemical Update – That Spells Relief! (For Some!) January 23, 2023

Contact us about a subscription!

Graham and Cooley are two of the most experienced consultants and advisors in the chemical sector with C-MACC being a uniquely positioned knowledge driven company that is a must to partner with for insights and analytics in chemicals.

Andrew Liveris

Former Chairman and CEO of Dow, Current Board Member of Aramco, Worley; Current Senior Advisor to the Saudi Arabia and Australian Governments

+1 203 247 1291
@CMACCChemicals
C-MACC