The Weekly Catalyst

Cost Curve Remains A Headwind For An Asia-led Chemical Price Recovery

May 11, 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:
Westlake, OxyChem, Olin, Formosa, Shintech

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

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