
Global Weekly Catalyst No. 319
General Thoughts: Oil-to-gas dispersion, cracker co-product volatility, and logistics bottlenecks signal that 2026 returns will reward integration and execution over scale, while accelerating needed sector
Providing value-added research and strategic consulting services using chemical industry expertise
Stay ahead in dynamic markets, streamline your supply chain, and plan with confidence through unmatched insights into global chemical trends.
Gain clarity on oil, gas, and feedstock markets to uncover opportunities, manage risks, and guide smarter investment decisions.
Explore complex data on renewable power, carbon emissions, and recycling—translated into strategic guidance to help decision-makers manage risks and navigate an ever-evolving industry.

General Thoughts: Oil-to-gas dispersion, cracker co-product volatility, and logistics bottlenecks signal that 2026 returns will reward integration and execution over scale, while accelerating needed sector

Persistent European premiums over Henry Hub confirm LNG marginal clearing as the dominant marginal price-setting mechanism, anchoring US export-linked gas economics and long-cycle infrastructure returns.

1st Topic of the Week: With scrap still dominant and China’s costs falling, Western battery recyclers are forced to secure contracts, utilization, and pricing power

General Thoughts: Energy-linked corn economics and widening oil–gas dispersion are shifting global marginal cost leadership toward natural gas advantaged, capital-disciplined integrated production platforms globally.
Supply
Comprehensive market intelligence and analysis spanning chemicals, energy, sustainability, and industrial value chains, designed to facilitate strategic business decisions.
Real-time pricing data and analytics for polymer markets with detailed trend analysis and forecasting.
Our strategic partner, ChemOrbis, is a leading global platform offering real-time pricing, news, and market insights across chemical, polymer, and related markets.
Strategic consulting and advisory services to help navigate complex market dynamics and opportunities.
Ready to access premium market intelligence?
Contact us to learn more about subscription options and pricing.
Fill out the form below and our team will contact you within 24 hours
Sign up below to get updates on our events, publications, and insights—straight to your inbox.