by C-MACC Research | Jun 21, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Chain, Chain, Chain Key Points: Some commodity chemical producers should use the recent surge in FCF to boost specialty portfolios. Westlake makes a compelling move on this front. Asia HDPE relative to US ethane reflects... by C-MACC Research | Jun 14, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Still Goin’ Down Key Points: Upstream base chemical values on average reflect weakness on a global scale WoW, outpacing derivative movements lower. Margins broadly fall.NW Europe ethylene posted the most significant WoW... by C-MACC Research | Jun 7, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – More Weakness Than Strength Key Points: Global supply chains remain far from normal – a quick fix looks unlikely. See our Sunday Thematic: Inventory Challenges Solved Differently Short vs Long-TermGlobal avg. polymer values... by C-MACC Research | Jun 1, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Western Premiums, Eastern Slack Key Points: Asia polymer values fall again WoW relative to Western levels.Asia monomer values also fall on avg. WoW relative to Western levels.Other global commodity market shifts noted... by C-MACC Research | May 24, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Turn The Beat Around Key Points: Asia polymer values fall WoW relative to Western levels on avg.Asia monomer values also decline on avg. WoW relative to US levels.Other global commodity market shifts noted include... by C-MACC Research | May 17, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Shake ‘Em On Down Key Points: Asia polymer values fall WoW relative to the West values on avg.Asia monomer values rise WoW, implying increased derivative production.Ex-US naphtha values rise modestly relative to USGC ethane... 