The Weekly Catalyst

Global Chemical Update – Across The Universe
November 29, 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, BASF

The Weekly Catalyst

Global Chemical Update – Across The Universe  

Key Points:

  • Avg. Asia integrated naphtha-based spot ethylene crackers are losing money, while US integrated ethane-based margins are notably higher. We flag near-term trends before a mega-cycle likely develops.
  • We discussed investment trends in China in our recent Sunday Thematic. Though we find investment chasing local growth, we believe that inadequate global chemical growth Capex is positioning the industry for a mega-cycle.
  • 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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