The Weekly Catalyst
Global Chemical Update – Taking It To The Limit
- We find Asia strength leading the charge in support of global commodity chemical prices into year-end – we frame our view, discuss a special situation, and highlight a few integrated beneficiaries that should benefit into 1H21.
- Other items highlighted in this report: Asia spot PVC prices hit another five-year high; US spot methanol hits a five-year high for this time of year; Concerns mount around non-integrated derivative producer profit trends
See PDF below for all charts and tables