by C-MACC Research | Oct 18, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Slipping Away Key Points: Western premium chemical prices are beginning to move toward Asia levels, albeit at a mixed pace. We discuss market trends to consider in 4Q21. Avg. Western polymer and monomer values decline... by C-MACC Research | Oct 11, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Campfire Cologne Key Points: Western petrochemical producer profit falls WoW, lifting concerns that a downward trend has formed that could carry into 2022. Forward sentiment is cautious and not unusual as an abnormally hot... by C-MACC Research | Oct 4, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Troubles A’ Comin Key Points: US commodity chemical producers face margin pressure from higher net feedstock costs WoW. USGC propane cracker margins turn negative.Global polymer values hold up WoW, but global ethylene,... by C-MACC Research | Sep 27, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Roll With It Key Points: We highlight several support factors surrounding US premium commodity chemical prices relative to Asia, using Butadiene and PVC as examples.Global commodity value shifts varied WoW. We find ethylene... by C-MACC Research | Sep 20, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Play With Fire Key Points: US polymer prices remain elevated relative to Asia levels. We discuss the current global market setup and why US prices face downward pressure.Global commodity value shifts varied WoW. We find... by C-MACC Research | Sep 13, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Take Me Away Key Points: US commodity chemical price premiums remain pronounced relative to Asia across most polymer markets, and we argue that USGC Tropical Storm Nicholas and lingering global logistical issues suggest...