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 12, 2023 | Daily Chemical Reactions
Daily Chemical Reaction Mystic Of The East – Western Markets To Likely Face More Price Headwinds Than Asia Again In 2023 Key Points: Western market consumers faced much greater price inflation than those in Asia in 2022, and most expect it to occur again in 2023. A... 
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 8, 2023 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 150 As Chemical Earnings Fall, Capital Allocation To Chemicals May Rise Like peers in 2022, ExxonMobil and Shell’s chemical business weakness was overwhelmed by record profit elsewhere, but chemical investments are...