The Weekly Catalyst

Global Chemical Update – Ocean Eyes
December 27, 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:
Dow, LyondellBasell, CP Chemical, ExxonMobil, Formosa Plastics, Ineos, Nova Chemicals, Enterprise Products, Flint Hills

The Weekly Catalyst

Global Chemical Update – Ocean Eyes

Key Points:

  • 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 major integrated profit risk for 1H22. We flag and discuss relevant regional trends.
  • However, several factors favor upside surprises demand growth for US chemicals, polymers, and other materials covered in a mid-December 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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