by C-MACC Research | Oct 29, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 192 Too Hot To Handle: If Climate Change Is Real, We May Be Screwed In our view, those calling for a quick end to fossil fuel use and simultaneously vilifying the oil and gas industry are likely condemning energy transition to... 
by C-MACC Research | Oct 26, 2023 | Daily Chemical Reactions
Daily Chemical Reaction North American Cost Advantage Shines In 3Q Results, Asian Supply Darkens Other Markets – Is The US Next? Key Points The North American commodity chemical sector 3Q23 results reflect improvement relative to mid-year expectations and its peers in... 
by C-MACC Research | Sep 20, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Soul To Squeeze – More Global Production & Tighter Spreads Ahead, Europe Reflects The Most Regional Risk Key Points: Global base chemical values have increased with crude-oil-based feedstocks in 3Q23. However, polymer values have risen more... 
by Esteban Pizzolo - Test | May 11, 2023 | Daily Chemical Reactions
Daily Chemical Reaction The Pest Of The West – US & Europe Inflation To Likely Outpace China Again In 2023 – Not Good For Chemicals Key Points: The 2021/2022 price inflation surge in the US and Europe did not occur in China – it appears well poised to... 
by C-MACC Research | Apr 26, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Heavy Metal Lover: Lithium Is Light, But It is Weighing Down on Policy and Investment Decisions Key Points: The considerable downward pressure on global lithium prices YTD will likely push the C-MACC critical mineral index for April lower MoM,...