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... 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... 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... 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... 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... 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... 