Global Chemical Update – Get Up, Stand Up

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