The Weekly Catalyst
Global Chemical Update – More Weakness Than Strength
- 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