The Weekly Catalyst
Global Chemical Update – Chain, Chain, Chain
- Some commodity chemical producers should use the recent surge in FCF to boost specialty portfolios. Westlake makes a compelling move on this front.
- Asia HDPE relative to US ethane reflects a lower price spread compared to 2019, while US HDPE integrated ethane margins remain near historic 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