The Weekly Catalyst

Global Chemical Update – ‘Till I Collapse
November 22, 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, CP Chemical, Dow, ExxonMobil, Nova Chemicals, Enterprise Products

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

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