The Weekly Catalyst

Global Chemical Update – The Twist & Shout
November 16, 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:
Dow, Flint Hills, Eastman Chemical, Enterprise Products, Westlake, CP Chemical, LyondellBasell, Borealis, Westlake, Borealis, TPC Group, Sinopec, Invista, Kraton

The Weekly Catalyst

 

Global Chemical Update – The Twist & Shout

 

Key Points:

  • 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 

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