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
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
- 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.