by C-MACC Research | Sep 13, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Take Me Away Key Points: US commodity chemical price premiums remain pronounced relative to Asia across most polymer markets, and we argue that USGC Tropical Storm Nicholas and lingering global logistical issues suggest... by C-MACC Research | Sep 7, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Twistin’ The Night Away Key Points: US commodity chemical price premiums remain pronounced relative to Asia. Today’s research adds to our Sunday Thematic discussing US co-product benefits to integrated ethylene costs and... by C-MACC Research | Aug 30, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Force of Nature Key Points: US polymer price premiums relative to Asia will likely reflect an upward bias following Hurricane Ida disruptions. This report flags a few medium-to-long term risks surrounding the premium US... by C-MACC Research | Aug 23, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Crackin’ Up Key Points: USGC integrated ethylene crackers with the flexibility to consume light naphtha are now being paid to make ethylene. Those with the flexibility to do so, such as LyondellBasell, ExxonMobil, &... by C-MACC Research | Aug 16, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Burned Like A Rocket Key Points: US premium commodity chemical values continue to favor domestic build-ups of inventory and less export flows. This report discusses WoW trends.Western monomer values mixed relative to Asia... by C-MACC Research | Aug 9, 2021 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – When It Don’t Come Easy Key Points: Recent movements in petrochemical feedstock costs suggest a flatter global petrochemical cost curve. This report highlights the weakness in Asia cracker co-product values and US premium...