The Weekly Catalyst
Global Chemical Update – ‘Till I Collapse
- 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 production hiccup occurs, US chemical markets should loosen.
- Global supply chain dislocations and ESG compliance ambitions continue to support a market setting of low base chemical growth Capex, higher M&A for growth and portfolio adjustments, and rising activity in risky new areas.
- 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