The Weekly Catalyst
Global Chemical Update – Uncertainty Prevails
Key Points:
- Uncertainties with the timing of a global supply chain reversion to normal and ESG compliance costs remain markedly high, limiting growth Capex and pushing corporates to target M&A for growth and portfolio adjustments.
- Avg. Global polymer and monomer values declined WoW, with US values falling with Natural gas/NGL feedstocks and weakening relative to Asia.
- 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