The Weekly Catalyst

Global Chemical Update – Ballroom Blitz
July 12, 2021
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
Companies Mentioned:
BASF, Covestro, Dow, Huntsman, Wanhua, LyondellBasell, ExxonMobil, Westlake, Nova Chemicals, SABIC, OxyChem, Borealis

The Weekly Catalyst

Global Chemical Update – Ballroom Blitz

Key Points:

  • US integrated polymer margins hold WoW near historic highs, sector 2Q postings are notably positive, and stale business outlooks are popping higher. We find risk factors rising as prices/margins appear set to moderate in 2H21.  
  • Western monomer value movements were mixed again WoW but reflect higher levels on avg. in Asia. US spot ethylene strength was an outlier WoW.
  • 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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