The Weekly Catalyst
Global Chemical Update – Ballroom Blitz
- 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