The Weekly Catalyst

Global Chemical Update – Stacking The Deck
November 2, 2020
Companies Mentioned:
LyondellBasell, ExxonMobil, Westlake, Formosa, OxyChem, Shintech, Olin, TPC Group, Sinopec, Invista, Kraton, ARLANXEO
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 – Stacking The Deck

Key Points:

  • The prevalence of petrochemical supply chain dislocations during the past six months has pushed the industry focus to near-term derivative supply and price shifts relative to production costs – the deck is stacking for a focus shift.  
  • Other items discussed in this report: the global petrochemical production cost curve flattens WoW; US PVC increases and hits a five-year high (again); and Asia spot Butadiene surges with derivatives, leading US values higher.     

See PDF below for all charts and tables 

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