by C-MACC Research | Jan 24, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Get Up, Stand Up Key Points: Asia spot polymer prices increased WoW toward avg. US levels, which we view as a plus for US producers. We discuss a few emerging factors that curb US commodity producer profit risk and could... by C-MACC Research | Jan 24, 2022
by C-MACC Research | Jan 23, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 102 US Commodity Chemical Margins Find Elements Of Support The US commodity chemical cost advantage remains significant relative to Asia, and several factors favor Ex-US polymer price support – a plus for US producers.While... by C-MACC Research | Jan 23, 2022
by C-MACC Research | Jan 21, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Hot Patootie – Commodity Chemical Sentiment Turns Positive, Coming Mega-Cycle a Dead Ringer for Love Key Points: US commodity chemical industry profit peaked in 2021, with a YoY drop ahead for the industry in 2022. This view has been a critical...