by C-MACC Research | Nov 27, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – US Prices Need Ex-US Cost Support Key Points: We remain more confident in the slope of the global chemical cost curve and supply improvement staying in favor of current low-cost producers in 1H24 than in a global demand... 
by C-MACC Research | Nov 20, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Heading Into A Colder Setting Key Points: Polyethylene (PE) and Polyvinyl Chloride (PVC) spot prices fell more in the US than abroad WoW, but Polypropylene (PP) values strengthened WoW despite US propylene and Ex-US PP... 
by C-MACC Research | Nov 13, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Back To A Holding Pattern? Key Points: Global ammonia prices, on average, have rebounded from mid-year lows amid rebounding demand and Ex-US production costs reverting upwards relative to US levels, creating a positive... 
by C-MACC Research | Nov 6, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Bracing For A Kick To The PP Key Points: The weakness in Brent Crude Oil values relative to US natural gas during the past three months has favored lower polymer prices despite outages working in favor of some, such as... 
by C-MACC Research | Oct 30, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Mixed Emotions Key Points: Global spot polymer values, on average, decreased WoW, with polypropylene (PP) reflecting more support than polyethylene (PE) and polyvinyl chloride (PVC) – a trend likely to reverse by early... 
by C-MACC Research | Oct 23, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Hits Different Key Points: Global ammonia prices have risen QTD in 4Q23, led higher by supportive end-demand and increased Ex-US natural gas costs relative to US levels. We view North American producers in an enviable spot....