The Weekly Catalyst

Global Chemical Update – All Along The Watchtower
December 7, 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, LyondellBasell, CP Chemical, Westlake, PPG, Axalta

The Weekly Catalyst

 

Global Chemical Update – All Along The Watchtower

 

Key Points:

  • Ex-US polymer values broadly reflect strength relative to US values WoW – we view this trend as positive for US commodity producer profit support into year-end because of the significant volumes of US exports, and the relative equity performance of this chemical sub-sector.  
  • Other items highlighted in this report: recent US Dollar weakness is a plus for US commodity chemical producers; the global chemical production cost curve steepens further WoW; US PE spot values fall relative to Asia WoW; Asia & US PVC values hit five-year highs (again); US methanol rises WoW      

See PDF below for all charts and tables 

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