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
to gain full access and experience our services!