The Weekly Catalyst
Global Chemical Update – Jump Around
- 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