The Weekly Catalyst

Global Chemical Update – Tangled Up In Blue

April 11, 2022

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

Companies Mentioned:
Nova Chemicals, Dow, LyondellBasell, Westlake, ExxonMobil, CP Chemical, Braskem, Celanese, OxyChem

The Weekly Catalyst

Global Chemical Update – Tangled Up In Blue

Key Points:

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

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