Global Chemical Update – Hook Me Up

The Weekly Catalyst

Global Chemical Update – Hook Me Up

Key Points:

• Asia spot polymer values reflect a sizable discount to avg. US levels to start 2022, which we think will shrink in 2022 as US prices trend lower. We discuss a few factors that could keep US prices supported longer than most expect.
• Our Sunday Thematic,  Unintended – European Support For Natural Gas Could Lift Short-to-Medium Term Demand Much More Than Supply, studies several risks cited in our recent research of inflationary concerns for 2022/23.  
• 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