by C-MACC Research | Jun 5, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Margins Fall, Demand Lukewarm Key Points: Global polymer prices declined further WoW, pushing integrated margins lower, and we expect the potential for further declines in late 2Q23 and into 2H23 as production improves more... 
by C-MACC Research | May 30, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Settling Down Key Points: Global commodity chemical prices declined WoW, with the most significant price and feedstock price declines occurring in the US. Our global supply concerns remain much lower than demand. North... 
by Research | May 23, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Down On The Farm Key Points: Crop prices reflect downward pressure WoW, putting many constructive farmer spending outlooks into question during a period where higher natural gas prices have further pinched ammonia margins.... 
by C-MACC Research | May 15, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – All Too Well Key Points: Global polymer prices, on average, fell WoW, with feedstock costs outpacing polymer prices lower in Asia and Europe, supporting an Ex-US supply response to coincide with rising domestic production.... 
by Research | May 8, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Slip-Sliding Away Key Points: Global chemical feedstock costs declined broadly WoW, on energy weakness, likely driven by fresh China demand concerns, lifting Europe and Asia margins, which could add to NA chemical export... 
by C-MACC Research | May 2, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Build Me Up Buttercup Key Points: US spot polyvinyl chloride (PVC) prices are lower YTD, while many peer polymers have risen amid outages. We think US PVC reflects less downside risk and more rebound potential than most...