The Weekly Catalyst

The Cost Curve Speaks, Commodity Chemical Values Listen
April 27, 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:
CP Chem, Nova, Sasol, Shell, Celanese, LyondellBasell, Enterprise Products, Eastman Chemical

The Weekly Catalyst

 

Global Chemical Update – The Cost Curve Speaks, Commodity Chemical Values Listen

 

Key Points:
  • Weak demand and a flat cost curve pull most chemical values lower WoW. This is a trend that is likely to continue until profitability is minimal.
  • Ethylene, propylene, butadiene, PVC & methanol trends are worth note. We expect to see volatility around a declining margin trend for most

See PDF Below for Charts



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