by C-MACC Research | Oct 16, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Take It To The House – MDI Production Disruptions Mount, PP Contracts Gain Focus Key Points: We discuss two major items in our research today: 1) recent global MDI production disruptions that we think will result in further price support;... by C-MACC Research | Oct 15, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Way Of The Dragon – Thoughts Following Sinopec Meeting, Asia Chemical Values Kick Higher WoW Key Points: Two items focused on Asia today: a) we view Sinopec on a path towards growth downstream and see its global competitive position... by C-MACC Research | Oct 14, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Space Oddity – Demand & Production Factors Bring Gravity, US Polymer Prices to Leave the Capsule? Key Points: US avg. polymer prices rose ~15% MoM in September and reflect a ~24% higher level since the start of 2020 per our... by C-MACC Research | Oct 13, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Dancing On The Ceiling – US spot PE Moonwalks Above Europe & Asia; Meeting Sinopec Tomorrow Key Points: US avg. high density polyethylene spot values currently reflect a premium to avg. levels in Asia and Europe (Ex. #3) –... by C-MACC Research | Oct 12, 2020 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Blaze of Glory Key Points: We find continued strength in global petrochemical spot markets WoW amid production uncertainties (i.e. Hurricane Delta, etc.) – we think the focus now will incrementally shift from the surge in... 