The Weekly Catalyst

Global Chemical Update – The Final Countdown
December 28, 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, SABIC, CP Chemical, Westlake, Formosa, Westlake, Methanex, Celanese, Shintech, ExxonMobil

The Weekly Catalyst

Global Chemical Update – The Final Countdown

Key Points:

  • Integrated global commodity chemical producer per-unit profits will close 4Q20 at a notably higher level relative to 2Q lows and on a YoY basis – we flag several beneficiaries and our general views for 2021 in this report.   
  • Other items highlighted in this report: US integrated PE margins remain near the 2020 high; US ethylene and propylene spot values also sit near 2020 highs; Polymer prices broadly reflect support WoW; Methanol on avg. rise on a global scale; US benzene values fall on avg. relative to ex-US levels WoW   

See PDF below for all charts and tables 

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