The Weekly Catalyst

Global Chemical Update – Rollin’ and Tumblin’
December 20, 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, Formosa Plastics, Ineos, Nova Chemicals, Enterprise Products, Flint Hills

The Weekly Catalyst

Global Chemical Update – Rollin’ and Tumblin’

Key Points:

  • 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

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