The Weekly Catalyst
Global Chemical Update – Higher Costs Of Living
Key Points:
- Global polymer prices increased WoW but failed to keep pace with higher energy/feedstock costs. The US petrochemical market is cost-advantaged compared to Asia but has still faced margin pressure in most chains YTD.
- Global chemical market trends support the developments cited in our recent Sunday Thematic, Ending Globalization (& Its Unwinding) Will Be Costly. Also, see our recent research, Walk, Don’t Run – Low Visibility Keeps Sector Growth Capex Constrained, ESG Efforts Mount.
- 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
Client Login
Learn About Our Subscriptions and Request a Trial
to gain full access and experience our services!