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