The Weekly Catalyst

Global Chemical Update – Force of Nature

August 30, 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:
LyondellBasell, H.B. Fuller

The Weekly Catalyst

Global Chemical Update – Force of Nature

Key Points:

US polymer price premiums relative to Asia will likely reflect an upward bias following Hurricane Ida disruptions. This report flags a few medium-to-long term risks surrounding the premium US polymer price setting.
Global commodity chemical values reflect mixed WoW trends, though we find feedstock values notably higher, with US natural gas leading the charge.
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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