The Weekly Catalyst

Global Chemical Update – Jump Around
March 29, 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:
Westlake, Nova Chemicals, Formosa Plastics, SABIC, Borealis, Dow, LyondellBasell, TPC Group, Shell

The Weekly Catalyst

Global Chemical Update – Jump Around

Key Points:

  • The fill-out of global chemical supply chains to normal continues to face obstacles, which are working to spur commodity markets. In our view, the supply response timeline will have more of an impact than demand in 2Q21.    
  • Other items highlighted in this report: Ex-US naphtha values fall modestly relative to USGC ethane WoW; USGC spot monomer values display support WoW, with most reflecting abnormally tight supply; Global polymer values remain elevated, with Asia values mostly holding unchanged WoW.

See PDF below for all charts and tables 

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