The Weekly Catalyst
Global Chemical Update – The Twist & Shout
- Our global petrochemical price and margin analysis illustrates a continued twist on supply chains and shouts for more production; we remain cautious as available production could overwhelm demand in 1H21. See Sunday Recap
- Other items discussed in this report: the global petrochemical production cost curve is notably lower YoY; China polymer values rise on avg. WoW; Asia BD strength continues; and European production issues remain high.
See PDF below for all charts and tables