The Weekly Catalyst
Global Chemical Update – For All The Wrong Reasons
- Western polymer price premiums reflect strength WoW, as global supply chain, logistic, and feedstock issues continue to favor regional disconnects. We foresee a 2H22 loosening before our mega-cycle view gains steam in 2023/24.
- We highlight our latest Chemical market thematic research, Dow – The Path To Private – A Viable Option For The Unloved? Also, see our latest ESG weekly, The Need to Count Carbon – All Things Renewable Are Not Good.
- 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