1st Topic of the Week: As EPR increasingly shifts packaging...
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Our Base Chemical & Polymer Analysis reports offer a comprehensive, data-rich snapshot of global market dynamics every week. Each edition delivers actionable insights backed by curated charts and margin models to help you stay ahead of market movements, arbitrage trends, and structural shifts.
Weekly reports on base chemicals and polymers provide data-driven insights and charts to help understand market changes and trends.
Offers an update on global supply chains, chemicals, energy, sustainability, and industry changes, tracking key developments.
Provides weekly updates on global plastic resin markets, focusing on polyethylene, polypropylene, and polyvinyl chloride.
The report examines global energy transition trends, focusing on sustainability, hydrogen, clean tech, and circular economy themes.
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Independent monthly guidance from C-MACC on expected U.S. contract prices for PE, PP, PS, and PVC—grounded in fundamentals, not post-settlement reporting.
1st Topic of the Week: As EPR increasingly shifts packaging...
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General Thoughts: Ammonia’s fertilizer-anchored cycle diverges from most chemicals, signaling...
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General Thoughts: Value premia earned through differentiation at cycle troughs...
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General Thoughts: Natural gas volatility now translates into risk, as...
Read More1st Topic of the Week: As EPR increasingly shifts packaging economics, which value-chain players will redesign fastest to protect margins, and who risks absorbing compounding
General Thoughts: Ammonia’s fertilizer-anchored cycle diverges from most chemicals, signaling tight supply and investment incentives, while petrochemicals face surplus-driven signals discouraging growth capital.
Supply Chain/Commodities:
General Thoughts: Value premia earned through differentiation at cycle troughs can signal future share gains, enabling advantaged producers to run hard, more consistently price on
General Thoughts: Natural gas volatility now translates into risk, as export integration, consolidation, and midstream optionality reprice feedstock economics, slow marginal investment, and lift risk
General Thoughts: Energy retracement and post-storm natural gas normalization begin to restore relative cost balance, enabling advantaged producers to outperform, while persistent oversupply constrains pricing
Prolonged petrochemical weakness reflects oversupply not demand collapse, extending the cycle and shifting strategy from growth to margin defense, cost-curve control, and execution-led recovery outcomes.
1st Topic of the Week: Critical mineral markets increasingly reward faster processing execution with cost and value-chain advantages, but will compressed timelines undermine return profiles
Polyvinyl Chloride – January’26 Monthly Price Expectation Report
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