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

Contact us to subscribe to our services and gain access to full content.

Request A Free Trial