by C-MACC Research | Jan 18, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Round Here Buzz Key Points: The global petrochemical production cost curve remains favorable for US producers relative to Asia producers. We discuss a few prevalent factors that could limit US integrated polymer producer... by C-MACC Research | Jan 10, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Hook Me Up Key Points: Asia spot polymer values reflect a sizable discount to avg. US levels to start 2022, which we think will shrink in 2022 as US prices trend lower. We discuss a few factors that could keep US prices... by C-MACC Research | Jan 3, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Slow Hands Key Points: Global polymer values fell QoQ in 4Q21 but ended 2021 notably higher YoY. We foresee loosening global polymer markets in 2022, and we continue to view Western producer prices (and margins) as most at... by C-MACC Research | Dec 27, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Ocean Eyes Key Points: US spot polymer values fell relative to global monomer values WoW, and we foresee a shrinking US polymer price premium relative to Asia as a major integrated profit risk for 1H22. We flag and discuss... by C-MACC Research | Dec 20, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Rollin’ and Tumblin’ Key Points: US spot polymer values fall relative to Asia WoW despite a steepening of the global integrated production cost curve in favor of domestic producer profit. We discuss this general trend and... by C-MACC Research | Dec 13, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Back To Back Key Points: NW Europe monomer prices reflect support relative to US and Asia values WoW. We flag several factors helping to keep Western commodity premium values from an abrupt decline relative to Asia and note...