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Global Chemical Update – Bright Side Of The Road

by C-MACC Research | Jan 18, 2021 | The Weekly Catalyst

The Weekly Catalyst Global Chemical Update – Bright Side Of The Road Key Points: US integrated petrochemical producer margins remain elevated on both a YoY basis and relative to 2H20 average levels. Today, we highlight trends in China’s spot polymer markets and...

Global Chemical Update – Disco Inferno

by C-MACC Research | Jan 11, 2021 | The Weekly Catalyst

The Weekly Catalyst Global Chemical Update – Disco Inferno Key Points: US polymer prices step higher relative to avg. Asia polymer prices WoW. Today, we discuss this trend and risks facing the US integrated profit boogie.     Other items...

Global Chemical Update – Hold On Loosely

by C-MACC Research | Jan 4, 2021 | The Weekly Catalyst

The Weekly Catalyst Global Chemical Update – Hold On Loosely Key Points: Integrated US commodity chemical producer per-unit profits trend into 2021 at significantly higher levels relative to the start of 2020. Today, we flag a few beneficiaries and discuss several...

Global Chemical Update – The Final Countdown

by C-MACC Research | Dec 28, 2020 | The Weekly Catalyst

The Weekly Catalyst Global Chemical Update – The Final Countdown Key Points: Integrated global commodity chemical producer per-unit profits will close 4Q20 at a notably higher level relative to 2Q lows and on a YoY basis – we flag several beneficiaries and our general...

Global Chemical Update – Unchained Melody

by C-MACC Research | Dec 21, 2020 | The Weekly Catalyst

The Weekly Catalyst   Global Chemical Update – Unchained Melody   Key Points: US integrated commodity chemical producer per-unit profit moves higher WoW and points to a jolly close to an already robust 4Q20 – we think several market indicators suggest this melody will...

Global Chemical Update – Taking It To The Limit

by C-MACC Research | Dec 14, 2020 | The Weekly Catalyst

The Weekly Catalyst   Global Chemical Update – Taking It To The Limit   Key Points: We find Asia strength leading the charge in support of global commodity chemical prices into year-end – we frame our view, discuss a special situation, and highlight a few integrated...
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Recent Publications

  • Global Chemical Update – Bright Side Of The Road January 18, 2021
  • Enough: Chemical Production May Have Caught Demand January 17, 2021
  • Beyond The Sea – US Ethylene & Propylene Remain Elevated Relative to Asia, Regional ESG Efforts Rise January 15, 2021
  • East Bound & Down – Asia PVC Spot Prices Tap The Brakes, Chemical Production Accelerates January 14, 2021
  • The Right Stuff – It’s OK to Pursue Multiple Initiatives – But Ideally the Fewer Blind Alleys and White Elephants the Better January 13, 2021
  • Rock & Roll – Demand Indicators Remain In Focus As Global Supply Begins To Roll In January 13, 2021
  • Don’t Stop ‘Til You Get Enough – Asia Chemical Market Indicators Dance To Rising Production January 12, 2021
  • Global Chemical Update – Disco Inferno January 11, 2021
  • The Runaway Train: Price Momentum – Short Term Noise or Here to Stay For a While? January 10, 2021
  • Ziggy Stardust – US Spot Ethylene Values Leap Above Asia, Global Derivative Indicators Mixed January 8, 2021
  • Into The Mystic – US Producers Push Prices, Supply Lags Demand (For Now), Green Tailwinds Stiffen January 7, 2021
  • Power To All Our Friends: But Not Enough To Go Around January 6, 2021

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