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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