by C-MACC Research | Feb 13, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Here For You Key Points: The global chemical cost curve remains in favor of North American production compared to Europe and Asia – the European industry is most at risk of further shutdown from North American... 
by C-MACC Research | Feb 6, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Closing Time? Key Points: The global polymer market dynamic suggests producers with both European and US production will shutter European assets in favor of US imports to the region – a positive for US polymer producers. US... 
by C-MACC Research | Jan 30, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Smoke Gets In Your Eyes Key Points: Spot intermediate chemical raw material spreads/implied margins do not always give clear regional profit pictures. Elevated European PVC-to-EDC spreads help show its issues relative to... 
by C-MACC Research | Jan 23, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – That Spells Relief! (For Some!) Key Points: US polyethylene (PE) and polyvinyl chloride (PVC) integrated margins have benefited from price support and cost relief in 1Q23 relative to 2H22. Polypropylene (PP) margins remain... 
by C-MACC Research | Jan 17, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Can I Depend On You? Key Points: US monomer (and polymer) prices WoW show more support than feedstock costs, continuing a trend of margin improvement since mid-4Q22. NW Europe and Asia producers reflect margin declines. US... 
by C-MACC Research | Jan 9, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Do You Love As Good As You Look? Key Points: US monomer (and polymer) prices reflect much more support than feedstock costs during the past 30 days, implying margin increases for chemical producers. Low run rates will...