The Weekly Catalyst

Global Chemical Update – More Weakness Than Strength
June 7, 2021
Companies Mentioned:
Dow, LyondellBasell, ExxonMobil, CP Chemical, OxyChem, Westlake, Borealis, Air Products, Linde, Air Liquide, Sherwin-Williams, PPG, Axalta, DuPont, Huntsman
Commodities Mentioned:
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

The Weekly Catalyst

Global Chemical Update – More Weakness Than Strength

Key Points:

  • Global supply chains remain far from normal – a quick fix looks unlikely. See our Sunday Thematic: Inventory Challenges Solved Differently Short vs Long-Term
  • Global avg. polymer values decline WoW, with US PP showing the most relative strength and US PVC displaying the most relative weakness WoW.
  • Asia avg. integrated HDPE per-unit profit reflects roughly a break-even level, while Western World integrated margins remain near multi-year highs.
  • Other global commodity trends flagged in this report comprise monomer, polymer, and feedstock indicators relevant to gauging sector profitability.

See PDF below for all charts, tables, and diagrams

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