The Weekly Catalyst

Global Chemical Update – Ahead Of The Mega-Cycle
November 8, 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:
LyondellBasell, Braskem, CP Chemical, Dow, ExxonMobil, Enterprise Products, Flint Hills, Nova Chemicals, Shell, TPC Group

The Weekly Catalyst

Global Chemical Update – Ahead Of The Mega-Cycle

Key Points:

  • Western commodity price premiums shrinking as supply chains normalize will be a major theme for 2022/23. Rising notice of inadequate global growth Capex in some chains will be another, setting the stage for a profit mega-cycle. 
  • Global commodity chemical margins decreased WoW, adding further support to the case of a profit decline QoQ in 4Q across most product chains.
  • Avg. Western polymer and monomer values were mixed relative to most declining on average Asia WoW. Falling US polymer prices are worth notice.
  • 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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