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... 
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... 
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... 
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 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...