by C-MACC Research | Dec 15, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Broken Halos – Chemical Demand Metrics Fall; Many “Clean” Projects To Prove Inefficient (Need Prayer) Key Points: While supply chain and cost pressure problems have eased, implying a production boost, the demand setting for most is not robust... 
by C-MACC Research | Dec 11, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 147 Looking for light at the end of a very dark 2023 tunnel for chems Our concerns around the fate of the global chemical industry for 2023 are now consensus, and while we are looking for what could go right – there is not... 
by C-MACC Research | Dec 9, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Fix A Drink – Plastic Recyclers Face a Tough Profit Setting Hitting The Bottle, Intervention Needed Key Points: US recycled resin prices reflect significant declines from 2H22 highs, adding significant risk to recycler profit and many sector... 
by C-MACC Research | Dec 8, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Tougher Than The Rest – Polypropylene Markets Face Many Durable Challenges, A Long Hard Road Ahead Key Points: North American polypropylene (PP) prices face downward pressure into year-end as global production and logistic improvements position... 
by C-MACC Research | Nov 17, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Homegrown – New Home Starts Decline As Higher Interest Rates More Than Offset Falling Material Prices Key Points: We discuss consumer spending within the housing products market, as the uptick in mortgage rates has cut new home affordability,...