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 22, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 152 Run Rabbit Run – The Chinese Rabbit is Fast, but The US Has Muscle The world’s optimists expect the Chinese rabbit to run hard, as its consumer spending helps offset western weakness to lead global economic growth in... 
by C-MACC Research | Jan 18, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Help Me Make It Through The Night – Global Cost Curve Steepening Will Combat Oversupply Setting, For Some Key Points: We are more concerned about chemical demand than supply in 2023. A steepening of global production cost curves may help offset... 
by C-MACC Research | Jan 17, 2023 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Can I Depend On You? Key Points: US monomer (and polymer) prices WoW show more support than feedstock costs, continuing a trend of margin improvement since mid-4Q22. NW Europe and Asia producers reflect margin declines. US... 
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...