Global Chemical Update – Without Question

The Weekly Catalyst

Global Chemical Update – Without Question

Key Points:

• The US commodity chemical production cost advantage remains sizable, and global market indicators support US integrated polymer profit WoW. Our confidence in a mid-decade global commodity mega-cycle is increasing.
• Findings in our latest Sunday Thematic, M&A Drives Value, Offers Less Risk, But Will Cause Shortages, are worth considering with this report, and recent C-MACC research, Chemtrails Over The Country Club – Chemical Sector Strategic M&A Rises As A Growth Capex Priority.
• 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