by C-MACC Research | Jun 29, 2020 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Better Again, But Durability in Question Key Points: Spot market trends move broadly in favor of US petrochemical producer margins WoW, and we highlight strength in Asia HDPE despite falling local margins. The export... by C-MACC Research | Jun 22, 2020 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Pushing The Dragon Key Points: Spot prices moved favorably for US ethylene derivative sellers WoW, and we frame the HDPE market shifts facing producers, such as LyondellBasell. Unlike the strength witnessed in most US... by C-MACC Research | Jun 15, 2020 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Friends in Low Places Key Points: Asia ethylene prices rise while US values fall – we frame global reactions and highlight the arbitrage available to US exporters and the incentive to run export-oriented capacity at... by C-MACC Research | Jun 8, 2020 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Spot Market Whac-A-Mole Key Points: US methanol prices fall relative to Asia WoW and margins broadly drop. The methanol market is perhaps a leading indicator for others as production responds to opportunity We discuss... by C-MACC Research | Jun 1, 2020 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – The Chain Gang Key Points: Asia monomer shifts tell a broadly different story than derivative trends. The more obvious explanation points to olefin plant shutdowns in Asia rather than a major bump in consumption We discuss... by C-MACC Research | May 25, 2020 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – The Odd (De-)Couple Key Points: Butadiene reflects multi-year lows relative to ethylene in most markets. This illustrates the disconnect between the consumable and durable markets. Asia chemical values on avg. rise WoW... 