by C-MACC Research | Dec 7, 2020 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – All Along The Watchtower Key Points: Ex-US polymer values broadly reflect strength relative to US values WoW – we view this trend as positive for US commodity producer profit support into year-end because of the... by C-MACC Research | Nov 30, 2020 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Testing Positive, For Now Key Points: Asia & NW Europe petrochemical values rise broadly relative to US values WoW – in this report, we discuss why recent price strength in ex-US markets is a plus for US producers... by Cooley May | Nov 23, 2020 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Lean On Me Key Points: US polymer markets reflect premium values in many products relative to overseas markets despite a sizable reliance on export demand – in this report, we discuss relative spreads and recent price... by C-MACC Research | Nov 16, 2020 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – The Twist & Shout Key Points: Our global petrochemical price and margin analysis illustrates a continued twist on supply chains and shouts for more production; we remain cautious as available production could... by C-MACC Research | Nov 9, 2020 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – More Puddles Than Cuddles Key Points: Our global petrochemical price and margin analysis implies that the love resulting from supply chain dislocations during the past month is starting to chill. Now with volume... by C-MACC Research | Nov 2, 2020 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Stacking The Deck Key Points: The prevalence of petrochemical supply chain dislocations during the past six months has pushed the industry focus to near-term derivative supply and price shifts relative to production costs... 