Global Chemical Update – Force of Nature

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