The Weekly Catalyst

Global Chemical Update – The Chain Gang 
June 1, 2020
Companies Mentioned:
Westlake, Olin, Methanex
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 – The Chain Gang 

Key Points:

  • Asia monomer shifts tell a broadly different story than derivative trends. The more obvious explanation points to olefin plant shutdowns in Asia rather than a major bump in consumption
  • We discuss shifts in global integrated margins, vinyls and methanol WoW.

See PDF below for all charts 

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