by C-MACC Research | Aug 14, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Limit to Your Love Key Points: Global polymer values have broadly increased since 2Q23 closed, with most of the improvement resulting from tighter upstream energy markets, reflecting more benefits for some chains over... 
by C-MACC Research | Aug 7, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Higher Crude Spurs Chemical Prices Key Points: On average, global polymer and monomer spot prices rose WoW, with Ex-US feedstock costs rising more than domestic levels, yielding a positive relative setting for North... 
by C-MACC Research | Jul 31, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Many July Lows, Fewer 3Q Rebounds Key Points: Global ammonia prices bounced higher to close July from YTD lows in early 3Q23. We do not model significant price increases in 2H23, but the downside risk looks low, and our... 
by C-MACC Research | Jul 24, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Sweetness in Weakness Key Points: Energy companies looking to push their value chains downstream into petrochemicals should view weak 2H23 chemical market conditions as more of an opportunity than a reason to look... 
by C-MACC Research | Jul 17, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Margin Meltdown! Key Points: Global chemical production costs have increased relative to monomer and polymer prices during the past thirty days – the most severe regional producer margin pressure occurred in North... 
by C-MACC Research | Jul 10, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Like A Stone Key Points: European chemical prices, on average, sank further WoW, outpacing US and Asia declines relative to feedstock costs and suggesting producer pain and related strategic activity will likely pick up in...