The Weekly Catalyst
Global Chemical Update – Tightrope
Key Points:
- Global commodity indicators frame an environment of stronger-for-longer product prices in 2022 ahead of a mid-decade global commodity mega-cycle. The period for a potential late 2022/23 global commodity trough is shortening.
- Findings in our latest Sunday Thematic, The West Finesses Sanctions; Rampant Inflation Likely Regardless, and our late 2021 research, Turn The Page – A Case For US Commodity Chemical Equity Outperformance; Mega-Cycle View Emerging., are worth considering with findings in this report.
- 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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