US spot polymer prices weakened in 4Q21 and will likely decline further in 1H22, but integrated producer profit should stay above 2019 levels. We study
December 28, 2021
No Comments
US spot polymer prices weakened in 4Q21 and will likely decline further in 1H22, but integrated producer profit should stay above 2019 levels. We study
US spot polymer values fell relative to global monomer values WoW, and we foresee a shrinking US polymer price premium relative to Asia as a
As the “Build Back Better” plan looks less likely in the US we would expect compromises that provide greater opportunities for “clean” US fossil fuel.<br
In November, US consumer spending on durable goods moderated, though it remained well above 2019 levels. This report discusses moderating growth in durable good spending
As the “Build Back Better” plan looks less likely in the US we would expect compromises that provide greater opportunities for “clean” US fossil fuel.<br
Demand indicators support increased Western chemical production, but we find varied supply chain issues and input cost trends set to take a mixed toll on
European natural gas values have surged higher in 2H21, which has put upward pressure on downstream chemical prices in the region. We discuss this development
US spot polymer values fall relative to Asia WoW despite a steepening of the global integrated production cost curve in favor of domestic producer profit.
Energy sector participant ambitions to move their businesses downstream into petrochemicals is not a new development, but it is a trend that will likely gain
US industrial production remaining supportive of chemical demand next year was the conclusion of a recent C-MACC thematic report. We highlight our views after the
Sign up below to get updates on our events, publications, and insights—straight to your inbox.
