The Weekly Catalyst
Global Chemical Update – Pushing The Boat Out
Key Points:
- Global chemical price moves WoW favor US profitability. While a plus for sector views with 3Q reports, the trend does not tell the whole story for 4Q21.
- Avg. Western polymer and monomer values mixed relative to Asia WoW. Higher PVC values and falling US Natural gas/NGLs are stand-outs.
- 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