by C-MACC Research | Sep 11, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Can I Depend On You? Key Points: Global polymer prices increased last week, spurred by an upward movement in crude-oil-based feedstock costs – North American producers reflect benefits relative to European and Asia...
by C-MACC Research | Sep 5, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Crude Awakening Key Points: Global chemical prices have risen from mid-year lows, with higher crude oil and related feedstocks being a primary driver and yielding significant relative benefits for low-cost North American...
by C-MACC Research | Aug 28, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Global Cost Curves in Focus Key Points: Global polymer prices modestly increased WoW, lagging crude oil feedstock costs higher, benefiting North American integrated polymer producers compared to their Europe and Asia...
by C-MACC Research | Aug 21, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Can I Count on You (Demand)? Key Points: US August propylene contracts face modest downward pressure MoM based on spot trends, and end-market indicators suggest ample supply in 2H23/2024, absent production cuts or an energy... 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...