by C-MACC Research | Feb 24, 2020 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update Key Points: Global chemical price movements are mixed WoW, but we find prices in the US on average showing much more support than Asia WoW. Recent Asia ethylene price decline negative for USGC derivative export values; US... by C-MACC Research | Feb 21, 2020 | Daily Chemical Reactions
Daily Chemical Reaction US Chemical Price Erosion Ahead & Other Items Key Points: We maintain a cautious view of relative US commodity chemical strength to Asia and note a few chemicals/polymers that we view as at risk. A broad US price... by C-MACC Research | Feb 20, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Methanol, Ethylene, MDI & Other Items Key Points: We discuss three commodity items today: China methanol weakness and Iranian product flows; Weak USGC spot ethylene values; MDI production cuts in China. Corporate... by C-MACC Research | Feb 19, 2020 | Daily Chemical Reactions
Daily Chemical Reaction MDI, PVC & An Assortment of Other Items – Part 2 Key Points: Our medium-term business cycle outlook is positive for MDI and PVC – we add to our views of last week following Covestro and Westlake 4Q results. Other items... by C-MACC Research | Feb 18, 2020 | Daily Chemical Reactions
Daily Chemical Reaction US Price Strength Caution & Other Items Key Points: Take caution with near-term US commodity strength as prices abroad are falling, and this will eventually impact the US in our view. International price trends have...