The Weekly Catalyst

Global Chemical Update – Slow Hands
January 3, 2022
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 – Slow Hands

Key Points:

  • Global polymer values fell QoQ in 4Q21 but ended 2021 notably higher YoY. We foresee loosening global polymer markets in 2022, and we continue to view Western producer prices (and margins) as most at risk near-term.
  • Our latest Sunday Thematic research, Inflation (Especially Energy Costs) – Biggest 2022 Wildcards, notes our coverage of inflation and energy grew as 2021 progressed and discusses why these present major wild cards for 2022.
  • 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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