The Weekly Catalyst

Global Chemical Update – Campfire Cologne

October 11, 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:
Dow, LyondellBasell, CP Chemical, ExxonMobil, Westlake, OxyChem, Shintech, Formosa, Olin

The Weekly Catalyst

Global Chemical Update – Campfire Cologne

Key Points:

Western petrochemical producer profit falls WoW, lifting concerns that a downward trend has formed that could carry into 2022. Forward sentiment is cautious and not unusual as an abnormally hot profit setting starts to cool.
Avg. Western polymer and monomer values decline relative to Asia WoW. Crude/Naphtha values move higher relative to US Natural gas/NGLs WoW.
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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