The Weekly Catalyst

Global Chemical Update – Afterglow
December 6, 2021
Companies Mentioned:
LyondellBasell, CP Chemical, Dow, ExxonMobil, Nova Chemicals, Shell
Commodities Mentioned:
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

The Weekly Catalyst

Global Chemical Update – Afterglow

Key Points:

  • US petrochemical producers will broadly post record profits in 2021, but late 2021 trends suggest Western profitability is decreasing into 2022.
  • We discussed US manufacturing strength partly due to the reshoring of production in our latest Sunday thematic. A positive trend for US chemical producers, implying margins, not volume, as the chief 2022 sector profit risk.
  • 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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