Western petrochemical prices face downward pressure in 4Q amid lower energy costs and rising availability. We flag other product chains yet to see cost declines
November 30, 2021
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Western petrochemical prices face downward pressure in 4Q amid lower energy costs and rising availability. We flag other product chains yet to see cost declines
Avg. Asia integrated naphtha-based spot ethylene crackers are losing money, while US integrated ethane-based margins are notably higher. We flag near-term trends before a mega-cycle
Global chemical production indicators suggest rising product availability. Though most supply chains remain imbalanced, we comment on why lower US commodity chemical prices are likely
Applying a consistent value to carbon is the most commercially sound path to get behavioral alignment to lower global emissions – currently, this is lacking!<br
Chemical sector M&A activity is robust as corporates adjust portfolios to boost stakeholder appeal and equity values. We discuss a few recent strategic moves worth
Demand indicators ranging from recent declines in freight rates to retailer updates suggest improving availability in many product chains. While 4Q21 volume metrics are now
Global feedstock movements WoW favor US chemical production and ring in favor of a downtrend in Western premium prices relative to Asia. Unless an unexpected
Western petrochemical prices likely peaked in 3Q and are poised to trend lower amid rising global product availability near term. We highlight several relevant developments
Recent retailer business updates show that global end-product demand remains strong, but cost inflation also remains an issue. We discuss the recent rebound in EU
Carbon abatement costs could change the competitive cost landscape for many materials, especially chemicals, favoring the US, Canada, and the Middle East.
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