The Weekly Catalyst

Global Chemical Update – Caught Up in You
April 4, 2022
Companies Mentioned:
Enterprise Products, Celanese, Nova Chemicals, Dow, LyondellBasell, Formosa Plastics, Olin
Commodities Mentioned:
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

The Weekly Catalyst

Global Chemical Update – Caught Up in You

Key Points:

  • Global polymer prices moved higher WoW, partly due to tighter markets that have resulted from curbed Ex-US production. We discuss risks facing US producers near term and why we think our mega-cycle view is well supported.
  • Global ethylene market developments should be considered with our latest Thematic, Time To Sweat The Small Stuff – Will All Ethylene Units Survive.
  • 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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