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