The Weekly Catalyst

Global Chemical Update – The Flattest Cost Curve Ever! Very Bad News In A Weak Demand Scenario
April 6, 2020
Report Sections:
Feedstocks & Energy, Global Ethylene Cracker, Spot Profit Analysis, Ethylene & Propylene, Price Trends, Polyethylene Review, Other Relevant Global Polymer Trends, Other Relevant Global Chemical Trends, Global Chemical Data Sheets, Flow Charts & Other Ancillary Data
Companies Mentioned:
Sasol, Nova Chemicals, CP Chem, Shell, LyondellBasell

The Weekly Catalyst

Global Chemical Update – The Flattest Cost Curve Ever! Very Bad News In A Weak Demand Scenario

Key Points:

  • The global petrochemical cost curve further flattened WoW, and with demand falling it is not obvious where the necessary production cutbacks will come. Possible that all margins fall close to zero everywhere in 2Q20.    
  • We discuss propylene and ethylene market trends – two chemicals that look likely to face further pressure despite historic low USGC price points.


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