The Weekly Catalyst

Global Chemical Update – Train of Consequences

April 18, 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:
CF Industries, Ineos, Nova Chemicals, Dow, LyondellBasell, CP Chemical, Westlake, Union Pacific, BNSF

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

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