The Weekly Catalyst
Global Chemical Update – Tangled Up In Blue
- Global polymer prices increased WoW, while Ex-US feedstock costs moved lower in the opposite direction of US input costs. Market indicators suggest a likely global uptick in production in 2Q but still support our mega-cycle view.
- Global chemical market trends support the developments cited in our recent research, Your Time Is Gonna Come – US Spot Ethylene Length To Fall, Long Term Market Fundamentals Compelling. Also, see our latest ESG weekly, Power To The People – But Clean Energy, And Industry Wants It Too.
- 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