Global Chemical Update – Train of Consequences

The Weekly Catalyst

Global Chemical Update – Train of Consequences

Key Points:

• Global chemical production costs rose WoW, while US polymer prices held up relative to falling Asia values. With logistic/supply-chain issues still sizable, US chemical markets will be cost-advantaged but stay highly volatile in 2022.
• We highlight our latest Chemical market thematic research, Danger Zone: Misplaced Optimism Possible In 2022 Guidance. Also, see our latest ESG weekly, IPCC Identified the Problem; Proposed Solutions Are Flawed.
• 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