The Weekly Catalyst
Global Chemical Update – When It Don’t Come Easy
Key Points:
- Recent movements in petrochemical feedstock costs suggest a flatter global petrochemical cost curve. This report highlights the weakness in Asia cracker co-product values and US premium prices amid logistical issues and uncertain regional supply availability that remain in favor of US producer profit.
- Western monomer values reflect strength relative to Asia, extending their premium levels. Polymer price premiums remain but saw varied shifts 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