by Research | Sep 23, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Left and Right – Chemical Prices Follow Inputs Lower, US Propylene Markets To Remain Volatile Key Points: US refinery margins remain elevated and in favor of chemical production. We discuss its impact on propylene supply and why this market... 
by C-MACC Research | Sep 1, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Wake Me Up When September Ends (Though It May Get Worse In 4Q22!) – Chemical Profits Face Narcolepsy Key Points: The Enterprise Products PDH 2 unit on the USGC and a Borealis PDH unit in Belgium were at one point both expected to start up in... 
by Research | Aug 23, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Hell Of A View – US PVC Price Discounts Relative to Europe And Asia Have Risen, Limiting Downside Risk Key Points: US integrated polymer producers face falling prices and higher costs in 2H22. We discuss the collapse in US PVC prices (and... 
by Research | Aug 16, 2022 | Daily Chemical Reactions
Daily Chemical Reaction River Of Tears – Could European Shortages Be A Lifeline for US Producers As Costs Float Higher? Key Points: The global petrochemical production cost curve favors US producers, but lower prices and higher costs to still drive margin compression... 
by C-MACC Research | Aug 11, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Too Much Of A Good Thing – Recycled Resin Prices Fell In July Relative To Virgin Values, Both Lower In August Key Points: The price of plastic resin & materials and recycled plastics declined in July, and the value slide worsened in August....