The Weekly Catalyst

Global Chemical Update – Function At The Junction

January 31, 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:
Westlake Chemical, Shintech, OxyChem, Formosa Plastics, Olin, Dow, Huntsman, BASF, Covestro, CF Industries, Nutrien, Mosaic

The Weekly Catalyst

Global Chemical Update – Function At The Junction

Key Points:

Global commodity markets, on average, reflect notably higher prices YoY. We highlight ties between agriculture and energy markets and discuss why the upward trend in Asia chemical prices WoW is a plus for US producers.
Our Sunday Thematic, Trouble Ahead: How An Unchecked ESG Lobby Drives Inflation, is worth considering alongside this report as is our recent ESG thematic Lithium – A “Special” Commodity For Now – Adding To Inflation.
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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