The Weekly Catalyst

Global Chemical Update – Tightrope

February 28, 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:
Dow, LyondellBasell, Nova Chemicals, Formosa Plastics, Westlake, PPG, Axalta, Sherwin-Williams, AkzoNobel

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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