by C-MACC Research | Jun 5, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Firing the Jets – USGC Production Should Surge as Skies Improve in Asia; Lifts Odds of 2H Turbulence Key Points: Multiple factors (expanding oil-to-gas ratio, surging Asia ethylene spot markets, etc.) move in favor of USGC petrochemical... by C-MACC Research | Jun 4, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Bracing For A Kick To The PP; China PVC Strength, Methanol Weakness; Other Items Key Points: We examine the US polypropylene (PP) market ahead of planned increases in US and Asia production and amid mounting propylene supply. We discuss... by C-MACC Research | Jun 3, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Positive Sentiment Gains Steam With Crude – Most 2H20 Sector Headwinds Remain Stiff; Other Items Key Points: Brent Crude Oil prices are rising relative to natural gas values – a plus for the US chemical industry and likely to quicken... by C-MACC Research | Jun 2, 2020 | Daily Chemical Reactions
Daily Chemical Reaction When The Levee Breaks – US Methanol Margin Pressure Inevitable; PE & PP Thoughts; Other Items Key Points: USGC per unit methanol margins have faced downward pressure since March – we see more downward pressure ahead and present our... by C-MACC Research | Jun 1, 2020 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – The Chain Gang Key Points: Asia monomer shifts tell a broadly different story than derivative trends. The more obvious explanation points to olefin plant shutdowns in Asia rather than a major bump in consumption We discuss... 