Global Chemical Update – Crackin’ Up

The Weekly Catalyst

Global Chemical Update – Crackin’ Up

Key Points:

• USGC integrated ethylene crackers with the flexibility to consume light naphtha are now being paid to make ethylene. Those with the flexibility to do so, such as LyondellBasell, ExxonMobil, & Dow, are in an enviable position.
• Western monomer values were mixed relative to Asia WoW, with global Butadiene rising on average while ethylene values reflect weakness.
• 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