The Weekly Catalyst

Better Again, But Durability in Question – Global Chemical Update
June 29, 2020
Companies Mentioned:
LyondellBasell, Westlake, Dow, BASF
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 – Better Again, But Durability in Question   

Key Points:

  • Spot market trends move broadly in favor of US petrochemical producer margins WoW, and we highlight strength in Asia HDPE despite falling local margins. The export arbitrage for US producers remains attractive.
  • Our conversations late last week highlight rising confidence surrounding USGC spot market profit trends – we generally agree, but we see the question of spread durability mounting for US producers ahead of 2Q20 result reports.  

See PDF below for all charts and tables 

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