by C-MACC Research | Aug 3, 2020 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Fading Momentum Key Points: Asia polymer values on average fall WoW relative to USGC levels, and we find commodity chemical feedstocks in reverse globally WoW. We have been expecting this price reaction in response to... by C-MACC Research | Aug 2, 2020 | C-MACC Sunday Recap, Daily Chemical Reactions
Contact us to subscribe to our services and gain access to full content. Username or Email Password Remember me Lost your... by C-MACC Research | Jul 31, 2020 | Daily Chemical Reactions
Daily Chemical Reaction 2Q20 Earnings – Many Risks Being Taken With Outlooks; Supply Chains Far From Normal Key Points: Early 2Q earnings reports gave outlooks that appeared too optimistic but we find more balance this week – we argue that those setting cautious... by C-MACC Research | Jul 30, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Thoughts Before The LyondellBasell 2Q Report; Multiple Sector Takeaways & Other Items Key Points: We discuss our views of the likely most and least appreciated items facing LYB with its 2Q20 results based on peer reports and commodity... by C-MACC Research | Jul 30, 2020 | Monthly Thematic Piece
C-MACC Perspectives No 25 Auto Industry Recovery – Important For Chemicals – Unclear Our analysis suggests that new auto sales will likely be volatile over the next 2-3 years but will be below the levels seen in 2019 consistently, and that only part of the 1H2020... 