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Global Chemical Update – Bright Side Of The Road

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...

Beyond The Sea – US Ethylene & Propylene Remain Elevated Relative to Asia, Regional ESG Efforts Rise

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...

East Bound & Down – Asia PVC Spot Prices Tap The Brakes, Chemical Production Accelerates

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...

The Right Stuff – It’s OK to Pursue Multiple Initiatives – But Ideally the Fewer Blind Alleys and White Elephants the Better

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...

Rock & Roll – Demand Indicators Remain In Focus As Global Supply Begins To Roll In

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...
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Recent Publications

  • Global Chemical Update – Bright Side Of The Road January 18, 2021
  • Enough: Chemical Production May Have Caught Demand January 17, 2021
  • Beyond The Sea – US Ethylene & Propylene Remain Elevated Relative to Asia, Regional ESG Efforts Rise January 15, 2021
  • East Bound & Down – Asia PVC Spot Prices Tap The Brakes, Chemical Production Accelerates January 14, 2021
  • The Right Stuff – It’s OK to Pursue Multiple Initiatives – But Ideally the Fewer Blind Alleys and White Elephants the Better January 13, 2021
  • Rock & Roll – Demand Indicators Remain In Focus As Global Supply Begins To Roll In January 13, 2021
  • Don’t Stop ‘Til You Get Enough – Asia Chemical Market Indicators Dance To Rising Production January 12, 2021
  • Global Chemical Update – Disco Inferno January 11, 2021
  • The Runaway Train: Price Momentum – Short Term Noise or Here to Stay For a While? January 10, 2021
  • Ziggy Stardust – US Spot Ethylene Values Leap Above Asia, Global Derivative Indicators Mixed January 8, 2021
  • Into The Mystic – US Producers Push Prices, Supply Lags Demand (For Now), Green Tailwinds Stiffen January 7, 2021
  • Power To All Our Friends: But Not Enough To Go Around January 6, 2021

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