The Weekly Catalyst

Global Chemical Update – Ahead Of The (Downward) Curve   
October 5, 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:
LyondellBasell, Formosa, ExxonMobil, CP Chem, Braskem, Westlake, Shintech, OxyChem, Methanex, SCC, Natgasoline

The Weekly Catalyst


Global Chemical Update – Ahead Of The (Downward) Curve     


Key Points:

  • We think many global petrochemical spot markets will face significant tests in 4Q as production improves and demand faces less COVID-19 induced shifts – we see think the US could face the sharpest turn in the road ahead.  
  • Key items this week include: US spot HDPE hitting a YTD high relative to ethylene; recent strength in US PP relative to PGP; Asia PVC values moving to a 2020 high; and US methanol values moving higher relative to Asia WoW.  
  • But, of course, there is one more potential Hurricane on its way!  

See PDF below for all charts and tables 

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