by C-MACC Research | Jan 18, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Bright Side Of The Road Key Points: US integrated petrochemical producer margins remain elevated on both a YoY basis and relative to 2H20 average levels. Today, we highlight trends in China’s spot polymer markets and... by C-MACC Research | Jan 15, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Beyond The Sea – US Ethylene & Propylene Remain Elevated Relative to Asia, Regional ESG Efforts Rise Key Points: We evaluate USGC spot ethylene and polymer grade propylene prices at the close of the week. Both reflect sizable improvement... by C-MACC Research | Jan 14, 2021 | Daily Chemical Reactions
Daily Chemical Reaction East Bound & Down – Asia PVC Spot Prices Tap The Brakes, Chemical Production Accelerates Key Points: Asia polyvinyl chloride (PVC) spot prices decline from five-year highs. This report discusses proof of supply responding to a favorable... by C-MACC Research | Jan 13, 2021 | ESG, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) The Right Stuff – It’s OK to Pursue Multiple Initiatives – But Ideally the Fewer Blind Alleys and White Elephants the Better As the new US administration takes shape, we foresee legislative proposals that make significant economic... by C-MACC Research | Jan 13, 2021 | Daily Chemical Reactions
Daily Chemical Reaction Rock & Roll – Demand Indicators Remain In Focus As Global Supply Begins To Roll In Key Points: Asia commodity chemical trends reflect some stark differences relative to those seen in USGC markets. Today, we flag a few relevant commodity and...