The Weekly Catalyst
Global Chemical Update – Soulshine
- The recent global energy market surge has resulted in production cuts in Asia and Europe, tightening base chemical markets. US producers are poised to benefit, and most factors support our mid-decade global mega-cycle view.
- Global chemical market price trends WoW support the concerns cited in our recent Sunday Thematic, Recession? Possibly, But Not A Conventional One, and recent research, Hard Knock Life – Asia and NW Europe Chemical Production Cuts To Spur Global Price Increases. Recent research in LINK.
- 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