The Weekly Catalyst

Friends in Low Places – Global Chemical Update
June 15, 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, Formosa, Shintech, Olin, LyondellBasell, ExxonMobil, CP Chemical, Methanex

The Weekly Catalyst

 

Global Chemical Update – Friends in Low Places   

Key Points:
  • Asia ethylene prices rise while US values fall – we frame global reactions and highlight the arbitrage available to US exporters and the incentive to run export-oriented capacity at high rates.
  • We discuss PVC strength WoW, HDPE movements and methanol trends.

See PDF below for all charts 

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