The Weekly Catalyst

Global Chemical Update – Thunderstruck
January 25, 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:
Braskem, LyondellBasell, Westlake, Formosa, Shintech, OxyChem, Methanex, Natgasoline, Southern Chemical Company (SCC), Mitsui Chemical, Celanese

The Weekly Catalyst

Global Chemical Update – Thunderstruck

Key Points:

  • US polymer prices, on average, reflect a growing premium relative to Asia WoW. We highlight three major chains (PE, PP, and PVC) and see US supply staying tight in early 1H21 before global availability significantly improves.
  • Other items highlighted in this report: Ex-US naphtha values rise relative to US ethane WoW; US HDPE integrated margin (USGC ethane fed) near a five-year high; US spot propylene grows WoW, increases compared to Asia; US methanol producers benefit from rising Asia values and lower costs WoW.

See PDF below for all charts and tables 

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