1st Topic of the Week: As US ethanol production hits...
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Our Base Chemical & Polymer Analysis reports offer a comprehensive, data-rich snapshot of global market dynamics every week. Each edition delivers actionable insights backed by curated charts and margin models to help you stay ahead of market movements, arbitrage trends, and structural shifts.
Weekly reports on base chemicals and polymers provide data-driven insights and charts to help understand market changes and trends.
Offers an update on global supply chains, chemicals, energy, sustainability, and industry changes, tracking key developments.
Provides weekly updates on global plastic resin markets, focusing on polyethylene, polypropylene, and polyvinyl chloride.
The report examines global energy transition trends, focusing on sustainability, hydrogen, clean tech, and circular economy themes.
A concise weekly briefing that ties it all together—highlighting the most important themes, shifts, and strategic insights across our research coverage.
Independent monthly guidance from C-MACC on expected U.S. contract prices for PE, PP, PS, and PVC—grounded in fundamentals, not post-settlement reporting.
1st Topic of the Week: As US ethanol production hits...
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General Thoughts: Early 2026 chemical sector updates signal margin defense...
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General Thoughts: Spot polymer prices reflect stabilization in early 2026...
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General Thoughts: Early-2026 cost-curve shifts amid persistent chemical market oversupply...
Read More1st Topic of the Week: As US ethanol production hits records, will exports and chemical pathways replace gasoline blending as the dominant clearing mechanism by
General Thoughts: Early 2026 chemical sector updates signal margin defense over volume, as pricing, self-help, and restructuring offset weak demand, policy uncertainty persists, and capacity
General Thoughts: Spot polymer prices reflect stabilization in early 2026 as crude strength, feedstock dispersion, and production curbs lift price floors, with 1H26 favoring margin
General Thoughts: Early-2026 cost-curve shifts amid persistent chemical market oversupply are forcing restructuring, with clear evidence likely emerging in 4Q25 results and more decisive 2026
General Thoughts: Across markets, tighter conditions are mainly driven by higher costs and lingering curtailments, not by demand, as US propylene firms WoW, while early-year
The fundamental health of the global ammonia market increasingly hinges on logistics, reliability, and timing constraints, making basis risk and seasonal timing more decisive than
1st Topic of the Week: Are copper and lithium entering a policy-anchored price regime where security-driven supply caps upside while speculative flows amplify volatility across
General Thoughts: Global chemical downturn into 2026 will force ownership change and capital discipline, restructuring across Europe and Asia ex-China, while redefining low-cost integration as
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