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 13, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Slow Burn – Global Chemical Market Oversupply To Keep Most Cost Curve Benefits In Check, For Now Key Points: Recent global chemical production cost movements and US price support have lifted domestic market sentiment, but our study suggests low... 
by C-MACC Research | Jan 11, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Chains and Things – Feedstock Cost Declines Benefit Domestic Chemical Producers, Some More Than Others Key Points: North American petrochemical producers have benefited from significant cost relief since late 2022 – we think US PVC... 
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... 
by C-MACC Research | Jan 2, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 149 2023 – In The Frying Pan – But Heading Into The Fire, Maybe! 2023 is off to a bad start with low margins (but maybe not low enough) and global operating rates reflecting significant oversupply, which could worsen. North...