by C-MACC Research | Jun 8, 2020 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Spot Market Whac-A-Mole Key Points: US methanol prices fall relative to Asia WoW and margins broadly drop. The methanol market is perhaps a leading indicator for others as production responds to opportunity We discuss... 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... by C-MACC Research | May 25, 2020 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – The Odd (De-)Couple Key Points: Butadiene reflects multi-year lows relative to ethylene in most markets. This illustrates the disconnect between the consumable and durable markets. Asia chemical values on avg. rise WoW... by C-MACC Research | May 18, 2020 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Far From Normal Key Points: Asia chemical values on avg. rise WoW relative to the US and Europe, further inverting the cost curve We examine the odd global ethylene cost curve shape & other unusual developments. See... by C-MACC Research | May 11, 2020 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Cost Curve Remains A Headwind For An Asia-led Chemical Price Recovery An important date for your calendar: Conference Call with the BASF tomorrow May 12 at 11am ECT Key Points: We approach USGC chlor-vinyl price... by C-MACC Research | May 4, 2020 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – A Flat Tire Story, Commodity Values Remain Under Pressure Key Points: Weak demand, inventories and a flattened cost curve remain key issues. The energy forward curves look especially concerning for US ethylene Butadiene,... 