The Weekly Catalyst
Global Chemical Update – Rollin’ and Tumblin’
- 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. We discuss this general trend and its likely development in 2022.
- We researched several factors that may cause upside surprises to demand growth for US chemicals, polymers, and other materials in our latest Sunday thematic, Happier New Year: US 2022 Upside Demand Surprise Scenario.
- 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