The Weekly Catalyst
Global Chemical Update – Stacking The Deck
- 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