The Weekly Catalyst
- Western commodity chemical prices display historic premiums to Asia.
- Asia polymer values reflect a broad-based decline since mid-April, with PVC being the strongest, & LDPE & PP being the weakest per our estimates.
- Ex-US naphtha values fall modestly relative to USGC ethane WoW.
- Other global commodity market shifts noted include Butadiene, Benzene, Ethylene, & Propylene. Supply chains to remain far from normal near-term.
See PDF below for all charts and tables