by C-MACC Research | Jun 11, 2020 | Daily Chemical Reactions
Daily Chemical Reaction With A Little Help From My Friends – A Case For US Propylene Support Near-Term; Other Items Key Points: Several factors are emerging in favor of USGC propylene price support near-term and suggest margin pressure for non-integrated derivative... by C-MACC Research | Jun 10, 2020 | Daily Chemical Reactions
Daily Chemical Reaction Higher Crude, Asia Outages & Rubber Limits – The Three Amigos Taunting US Production; Other Items Key Points: Asia Butadiene (BD) values reflect a five-year low relative to naphtha and BD derivative values reflect little sign of improvement... by C-MACC Research | Jun 9, 2020 | Daily Chemical Reactions
Daily Chemical Reaction US Polyethylene (PE) Gets Some Help; Methanol Finds A Friend (MTO); Other Items Key Points: US polyethylene (PE) producer nominated contract price uptick for June gains support based on spot and export price trends and higher net costs.... 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... 