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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