The Weekly Catalyst
Global Chemical Update – Sea of Heartbreak
- US commodity chemical producers meaningfully benefit from the global energy market surge WoW. Asia ethylene costs hit a record high relative to US levels, and our confidence in a mid-decade global mega-cycle has surged.
- Global chemical market trends further support the conclusions cited in our recent Sunday Thematic, Maybe It’s Not Just Going To Work Out – Time to Re-shore, and research report last week, Baby Come Back – The Positive Case For Reshoring US Production Compelling, Gov’t Policy A Barrier.
- 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