The Weekly Catalyst

Global Chemical Update – Steamroller Blues
March 1, 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, Westlake, CP Chemical, PPG, Axalta, Berry Global

The Weekly Catalyst

Global Chemical Update – Steamroller Blues

Key Points:

  • USGC commodity petrochemical per-unit profit margins reflect significant YoY strength on paper. We provide key examples of recent price momentum globally and comment on likely profit trend shifts poised to develop in 2Q.  
  • Other items highlighted in this report: Ex-US naphtha values rise relative to USGC ethane WoW; USGC spot ethylene and PGP values hold elevated levels; Positive momentum in China spot polymer prices starts to subside.

See PDF below for all charts and tables 

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