by C-MACC Research | Dec 4, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – US Costs Fall More than Prices, For Most US ethylene production economics, based on ethane feedstock, held up WoW, as cost deflation helps support domestic ethylene profit and integrated domestic polymer margins despite...
by C-MACC Research | Dec 1, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Weak Global Economy Weighs On Energy Transition Material Growth – Bad For Investment, Sets Stage For Future Inflation Key Points The C-MACC Clean Energy Mineral Index fell to a new YTD low in November, as weak economic conditions influence...
by C-MACC Research | Dec 1, 2023 | Sustainability, Energy Transition, ESG
C-MACC Weekly Sustainability and Energy Transition Report Food, Fuel and Materials: Competing for Inputs, Fuel has the Edge. Looking at the Virgin Atlantic flight this week, noted below, we see an increasing risk that incentives to produce renewable fuels drag up...
by C-MACC Research | Nov 30, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Abracadabra! – Is US Contract PE Price Support Based On Reality Or Wizardry, Hopes & Prayers? Key Points Global polyethylene (PE) spot prices have declined in 4Q23, putting downward pressure on US export prices and US contract reference...
by C-MACC Research | Nov 29, 2023 | Daily Chemical Reactions
Daily Chemical Reaction European Chemical Producers In The Freezer – Temperature Falling As North America & China Exports Control Thermostat Key Points: Global chemical markets will likely remain oversupplied in 2024. However, the trade balances between regions...