by C-MACC Research | Oct 19, 2020 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – More Than A Pipe Dream Key Points: Polyvinyl chloride (PVC) spot prices hit five-year highs in the US and Asia, and we maintain a positive view of PVC relative to other major polymers. Other items of note: avg. China... 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... by C-MACC Research | Oct 5, 2020 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Ahead Of The (Downward) Curve Key Points: We think many global petrochemical spot markets will face significant tests in 4Q as production improves and demand faces less COVID-19 induced shifts – we see think the US... by C-MACC Research | Sep 28, 2020 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Pandemic Pallets, Unclear Habits Key Points: We find rising evidence that food retailers are stocking inventory ahead of uncertain demand in 4Q – this adds to factors spurring plastic resin strength near term, but it... by C-MACC Research | Sep 21, 2020 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Vinyl Records, Upbeat Tunes Key Points: Polyvinyl Chloride (PVC) values move higher WoW on an absolute basis and relative to other major polymers – we maintain a view that tight market conditions will keep PVC... 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,... 