The Weekly Catalyst

Global Chemical Update – Pushing The Boat Out

October 25, 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, Nova Chemicals, CP Chemical, Westlake, Olin, Shintech, OxyChem, Formosa Plastics

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

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