The Weekly Catalyst

Global Chemical Update – Another US Blow Pop?
October 26, 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, Formosa, OxyChem, Shintech, Olin, Natgasoline, Methanex, LyondellBasell, Celanese, Mitsui Chemicals, Sinopec, ARLANXEO, TPC Group

The Weekly Catalyst

 

Global Chemical Update – Another US Blow Pop?

 

Key Points:

  • Another USGC storm has developed and is forecasted to make landfall in SE LA this week – we view US chlor-vinyl production as most at risk but see it broadly keeping already heavily disrupted chemical supply chains tight.  
  • Other items of note: US methanol spot values decline WoW but continue to reflect a premium to Asia; the global petrochemical production cost curve sat unchanged WoW; and Asia spot Butadiene surging with derivatives.     

See PDF below for all charts and tables 

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