The Weekly Catalyst

Global Chemical Update – ‘Till I Collapse
November 22, 2021
Companies Mentioned:
LyondellBasell, CP Chemical, Dow, ExxonMobil, Nova Chemicals, Enterprise Products
Commodities Mentioned:
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

The Weekly Catalyst

Global Chemical Update – ‘Till I Collapse

Key Points:

  • 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

Client Login

Learn About Our Subscriptions and Request a Trial

Contact us to gain full access and experience our services!

Request a Free Trial