C-MACC

C-MACC provides the chemical industry and sector investors with value-added analysis, advice and consulting services on a consistent basis.

[C-MACC @CMACCChemicals]

Whatever It Takes: If Governments Are Serious About the Hydrogen Economy, Incentives Need to Rise | The #HydrogenEconomy No.50: https://t.co/DtqTLWO5PE

🔍 Weekly Theme: Rethinking Incentives – The Sector Needs a Jump Start

#hydrogen #bluehydrogen #power #ammonia #cmacc

[C-MACC @CMACCChemicals]

Critical Minerals Monthly Report - June 5: Preparing For The Charge – Most Clean Energy Mineral Markets Unlikely To Surge In 2024, Optimism Increasingly Shifts To 2025 | https://t.co/uiWFG8yB2k
$SQM $ALB $OXY $BHP $TSLA $LICY
#Lithium, #Copper, #Nickel, #Cobalt, #Solar, #EV

[C-MACC @CMACCChemicals]

Daily Chemical Reaction - June 4: Weather Issues/Risk Could Spur Better Near Term Results For Some, But Look Out Below If The Risks Dissipate! | https://t.co/ODPrbrE2Of
$WLK $OXY $CF $MEOH
#PE #PVC #Gas #PP #LNG #Hydrogen #Ammonia #CO2 #CCS
#CMACC

[C-MACC @CMACCChemicals]

Resetting The Hydrogen Agenda – A C-MACC Focus for June/July | The #HydrogenEconomy No.49: https://t.co/4lMd169Epj

🔍 Weekly Theme: Things we need a better understanding of

#hydrogen #greenhydrogen #power #ammonia #cmacc #electrolyzers #ammonia #methanol

[C-MACC @CMACCChemicals]

Market Indicators Suggest Lower US Spot Polyolefin Prices Ahead; Some Kinda Hurricane, Higher Oil Needed For Support | The Weekly Catalyst: https://t.co/uAVhzSiBh3
$XOM $DOW $LYB $MEOH $CE $SMFG $CF $NTR $LXU $WLKP $OXY
#PE #PP #PVC #Methanol #Ammonia #Ethane #Naphtha #Oil

[C-MACC @CMACCChemicals]

Commodity Chemical Fundamentals Have Become More Difficult To Model Accurately; This Is Not A Good Thing!

https://t.co/Q55AOpI6N1

$TSE $WLK $DOW $LYB

#Polyethylene #Ethylene #Ethane #Polypropylene #Propane #Polystyrene #Benzene #Methanol #Ammonia

#CMACC #chemicals

[C-MACC @CMACCChemicals]

Daily Chemical Reaction - May 31: Message In A Bottle – US Polymer Markets Set To Weaken; Supporting Overly Optimistic Views Is Not The Right Move | https://t.co/OJ603szetB
$HUN $DOW $PPG $CE $CF $NTR $CVX $DNMR $APD
#Crops #Natural #Crude #Naphtha #Polyethylene #Ethylene

[C-MACC @CMACCChemicals]

Carbon Capture – It’s Very, Very Necessary! | #Sustainability & #EnergyTransition Report 182: https://t.co/1hjuzvxOkR

$GEVO

#CarbonDioxide #Hydrogen #Ammonia #SAF #Corn

#CSS #45V

[C-MACC @CMACCChemicals]

#Polymer Price Expectations - May Monthly Report: https://t.co/Q5u5Ij67Bk
C-MACC's new service is designed to provide a monthly analysis of the market with price expectations and sentiment for #polymers based on market fundamentals and proprietary data.
#polymer #pricing #CMACC

[C-MACC @CMACCChemicals]

Daily Chemical Reaction - May 30: When The Levee Breaks – Flood Warnings Already High Downstream, Western Chemical Markets Could Be Next | https://t.co/ovLn3eQV1k
$NYQ $SHEL $CVX $COP $MRO $GEVO $XOM
#CMACC #Ethylene #PVC #NaturalGas #Coal #Hydrogen #Biomass #Syngas #SAF

[C-MACC @CMACCChemicals]

Daily Chemical Reaction - May 29: North American Methanol Margins Could Shrink by Year End, But Unlikely To Turn Negative – Others Face This Risk | https://t.co/D5AgCEoBpI
$MEOH $SMFG $LYB $CE $NTR $CF $LXU $COP $MRO $ET
#CMACC #Methanol #Ammonia #Gas #Ethylene #Propylene

[C-MACC @CMACCChemicals]

Global Spot Polymer & Chemical Prices Mixed WoW; Feedstock Cost Movements Benefit US Chemical Margins | The Weekly Catalyst: https://t.co/3r8pRqu9n4
$DOW $LYB $CE $SMFG $CF $NTR $LXU $PSX $BAK
#PE #PP #PVC #Ethylene #Propylene #Methanol #Ammonia #Butadiene #Ethane #Naphtha

[C-MACC @CMACCChemicals]

The Hydrogen Economy Will Change the World, But Slowly and Not As Currently Expected
https://t.co/ybdZHR8fDB

$DOW $DD $LXU $CF $GGMCW $APD $LIN $LYB $XOM $CTVA

#Hydrogen #EFuels #Ammonia #Ethylene #Water #Polyethylene

#CMACC #chemicals

[C-MACC @CMACCChemicals]

Daily Chemical Reaction - May 24: Crop Price & Ex-US Fertilizer Input Cost Strength Favors US Ammonia Producer Returns & Its Clean Transition | https://t.co/L88muLJjxO
$NTR $CF $LSB $DOW $KO $PEP $BHP
#CMACC #Polyolefins #Ethylene #Methanol #Ammonia #Polyethylene #CrudeOil

[C-MACC @CMACCChemicals]

Disappointment And Desperation – Are Conference Tones Changing? | #Sustainability & #EnergyTransition Report 181: https://t.co/JGzLu7kars

$DD $DOW $PCT

#Water #Polymers #Ammonia #CO2 #EFuels #Electronics #Chemicals

[C-MACC @CMACCChemicals]

Daily Chemical Reaction - May 23: Loving You To Pieces – DuPont Splits To Drive Value, More Global Chemical Sector Break-ups Likely | https://t.co/3OYzVfj7r2
$DD $CTVA $NVDA $BHP $AU $ENTG $XYL $VLTO $CRGY $SBOW $SHEL $EQNR $LXU $TGT
#CMACC #NaturalGas #CrudeOil #Polyolefins

[C-MACC @CMACCChemicals]

Daily Chemical Reaction - May 22: Back To The Futures – Implied Chemical Cost Curve Flattens To 2017/18 Levels, Europe Would Continue To Face Biff | https://t.co/JpuYuZteHN
$DOW $EPD $BAK $PPG $CE $OXY $LYB $WLK $XOM $OLN $SHEL $TTE $PSX $CHK $AMZN $GOOG $META MSFT $CRM
#CMACC

[C-MACC @CMACCChemicals]

Daily Chemical Reaction - May 21: Low-Cost Existing Chemical Production Positions Help De-Risk Sustainable Growth Efforts; Dow Is In A Good Spot! | https://t.co/qClrUn7guL
$DOW $BAK $XOM $LYB $ENB $CRGY $CVX $HES $PBR $PCT $KODK $FORD $APD
#Gas #PP #PE #PS #Hydrogen #CMACC

[C-MACC @CMACCChemicals]

The Biden $1 per KG Hydrogen Target, Causing More Problems Than It Solves | The #HydrogenEconomy No.47: https://t.co/QeylRdUCqu

🔍 Weekly Theme: Funding Electrolyzers Because Expectations May Be Unrealistic

#hydrogen #greenhydrogen #power #ammonia #cmacc #electrolyzers

[C-MACC @CMACCChemicals]

North American Spot PE Margins Fall Below 1Q24 Average Levels; Domestic Natural Gas Feedstock Costs Surge WoW | The Weekly Catalyst: https://t.co/hg3FwyjsLQ

$DOW $LYB $XOM #PP #WLK $OXY $MEOH $CE $CF $NTR $LXU

#PE #PP #PVC #Ethylene #Propylene #Methanol #Ammonia #Butadiene