The Weekly Catalyst

Global Chemical Update – For All The Wrong Reasons

April 25, 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:
Dow, Ineos, Nova Chemicals, Borealis, LyondellBasell, CP Chemical, Westlake, ExxonMobil

The Weekly Catalyst

Global Chemical Update – For All The Wrong Reasons

Key Points:

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

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