The Weekly Catalyst

Global Chemical Update – Hold On Loosely
January 4, 2021
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, Eastman Chemical, PPG, Casper, Tempur-Sealy, Methanex, Southern Chemical Corporation (SCC), Mitsui Chemicals, Natgasoline, Celanese

The Weekly Catalyst

Global Chemical Update – Hold On Loosely

Key Points:

  • Integrated US commodity chemical producer per-unit profits trend into 2021 at significantly higher levels relative to the start of 2020. Today, we flag a few beneficiaries and discuss several market drivers to keep in mind.   
  • Other items highlighted in this report: US polymer-grade propylene (PGP) spot reflects a level at the high-end of the 5yr range; Asia spot polymer prices on average weaken relative to US levels; USGC ethane-based ethylene cracker margins hold near 2020 highs, while USGC propane-based margins retreat, based on strength in the propane market; US methanol spot decreases when compared to Asia and Europe levels WoW

See PDF below for all charts and tables 

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