The Weekly Catalyst

Global Chemical Update – Take Me Away

September 13, 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:
ExxonMobil, CP Chem, Dow, Baystar, Enterprise Products, Flint Hills, TPC Group, LyondellBasell

The Weekly Catalyst

Global Chemical Update – Take Me Away

Key Points:

US commodity chemical price premiums remain pronounced relative to Asia across most polymer markets, and we argue that USGC Tropical Storm Nicholas and lingering global logistical issues suggest support through 3Q21.
Global commodity value shifts were mixed WoW. We discuss the drop in US spot ethylene but its rise in Asia, while US Natural gas/NGLs held strong.
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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