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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