The Weekly Catalyst
Global Chemical Update – Follow You
Key Points:
- The fill-out of global chemical supply chains to normal levels remains a key sector issue, with US production disruptions being most severe. Global prices will likely follow the supply response timeline more than demand in 2Q21.
- Other items highlighted in this report: Ex-US naphtha values drop relative to USGC ethane WoW; USGC spot ethylene and polymer-grade propylene prices decline WoW, while USGC Butadiene trends higher; USGC PVC rises relative to US spot PP and PE, and relative to Asia spot PVC markets.
See PDF below for all charts and tables