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

Contact us to subscribe to our services and gain access to full content.

Request A Free Trial