The Weekly Catalyst

Global Chemical Update – The Chain Gang

June 1, 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, Olin, Methanex

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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