The Weekly Catalyst
Global Chemical Update – Get Up, Stand Up
Key Points:
- Asia spot polymer prices increased WoW toward avg. US levels, which we view as a plus for US producers. We discuss a few emerging factors that curb US commodity producer profit risk and could lift investor sentiment in 2022.
- Findings displayed in our Sunday Thematic, US Commodity Chemical Margins Find Elements Of Support, are worth considering with this research report and recent views on commodity chemical investor sentiment trends.
- 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