The Weekly Catalyst

Global Chemical Update – Taking It To The Limit
December 14, 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, Braskem, ExxonMobil, CP Chemical, Westlake, Southern Chemical Company (SCC), Methanex, Natgasoline, Mitsui Chemicals, Celanese, Kuraray, Arkema, Axalta

The Weekly Catalyst

 

Global Chemical Update – Taking It To The Limit

 

Key Points:

  • 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 

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