The Weekly Catalyst

Cost Curve Remains A Headwind For An Asia-led Chemical Price Recovery
May 11, 2020
Companies Mentioned:
Westlake, OxyChem, Olin, Formosa, Shintech
Commodities Mentioned:
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

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 improvement WoW with caution. The chart of the day suggests limited profitable export opportunities
  • Butadiene, ethylene, propylene and cracker feedstock trends discussed. Volatility in refinery propylene in the US reflects weak demand for propylene

See PDF below for All Charts 

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