The Weekly Catalyst

Global Chemical Update – More Puddles Than Cuddles
November 9, 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, LyondellBasell, ExxonMobil, Reliance, CP Chem, PetroChina, Borealis

The Weekly Catalyst

 

Global Chemical Update – More Puddles Than Cuddles

 

Key Points:

  • Our global petrochemical price and margin analysis implies that the love resulting from supply chain dislocations during the past month is starting to chill. Now with volume returning, we see more puddles than cuddles ahead.
  • Other items discussed in this report: the global petrochemical production cost curve flattens WoW; China PVC values rise, and global prices reflect a five-year high; and China HDPE reflects a downward trend since late August.     

See PDF below for all charts and tables 

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