by C-MACC Research | Sep 18, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Evaluating The Relatives – Ex-US PE Spot Prices Question The Durability Of Domestic Premiums Key Points: We compare spot polyethylene (PE) price developments in the US with overseas markets and show integrated... by C-MACC Research | Sep 17, 2020 | Daily Chemical Reactions
Daily Chemical Reaction A Dragon Pulls The Vinyl Wagon, Propylene Views & US Chemical Rail Traffic Faces Bumpy Tracks Key Points: China polyvinyl chloride (PVC) prices move higher this week both on an absolute basis and relative to other major polymer values –... by C-MACC Research | Sep 16, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Supply Chains Easing Back To Normal – Still A Glimmer, But Signs Of Reset Emerge Key Points: We find initial evidence that recent global polymer price upticks in part as a result of US disruptions is spurring production abroad – we... by C-MACC Research | Sep 15, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Riders On The Storm – Sept. US Polymer Price Hikes Find Support, Mattress Sales Spring Key Points: We discuss US chemical production assets in Mississippi/Alabama that are in the path of Hurricane Sally and findings that suggest more storm... by C-MACC Research | Sep 14, 2020 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Lay Down Sally Key Points: USGC storm Sally is targeting East Louisiana/West Mississippi this week, and we see notable production risk in chlor-vinyls. Given offline capacity at Westlake in Lake Charles after Laura,... 