by C-MACC Research | Mar 1, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Steamroller Blues Key Points: USGC commodity petrochemical per-unit profit margins reflect significant YoY strength on paper. We provide key examples of recent price momentum globally and comment on likely profit trend... by C-MACC Research | Feb 22, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Meet in The Middle Key Points: US commodity chemical values broadly reflect price premiums to avg. Asia values. We foresee polymer values meeting in the middle of the current range between these regions into late 1H21... by C-MACC Research | Feb 18, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – A Winter’s Tale Key Points: US spot polymer values continued to walk higher relative to Asia and NW Europe WoW. This report highlights findings from US winter storm issues to limited polymer availability working in favor of... by C-MACC Research | Feb 8, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Feel The Vibrations Key Points: US spot propylene prices have surged since 3Q20 on both an absolute basis and relative to peer US monomers and Asia price points. This report discusses current trends and broader sector... by C-MACC Research | Feb 1, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Something in The Way She Moves Key Points: US spot ethylene values have moderated from the recent multi-year highs seen in early 2021, but Asia spot prices have fallen on a relative basis. Today, we highlight this... by C-MACC Research | Jan 25, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Thunderstruck Key Points: US polymer prices, on average, reflect a growing premium relative to Asia WoW. We highlight three major chains (PE, PP, and PVC) and see US supply staying tight in early 1H21 before global... 