Base Chemical Global Analysis
US spot ethylene production margins trended lower in 2Q22 to reflect a loss across all feedstocks last week due to higher costs and lower monomer
May 31, 2022
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US spot ethylene production margins trended lower in 2Q22 to reflect a loss across all feedstocks last week due to higher costs and lower monomer
US propylene markets will likely remain tighter than Asia in 2H22. This development holds mixed benefits for derivative producers, though we view it as another
US retail gasoline and US natural gas prices reached their highest levels in more than 10yrs this week. Cost inflation is mounting for both US
The West is already dangerously dependent on China for too many materials and components for energy transition – Europe’s proposals will make that worse.
US chemical producers face margin headwinds amid rising costs, declining product affordability, and mounting risks facing domestic price premiums in 2H22. An above-avg. US Hurricane
Global spot chemical profit margins are lower YTD due to higher energy costs, but the cost curve still favors U.S. production and exports. Challenges will
US commodity chemical prices reflect strength relative to Asia and NW European values WoW, typically leading indicators for US spot movements. We discuss a few
We highlight the ties between agriculture and energy markets and broad-based price inflation YTD that holds mixed blessings for derivative product manufacturers and those, such
Chemical product prices have increased with energy costs in 2022, lifting implied clean project economics and spurring related project announcements. We highlight ammonia as a
CCS project announcements are popping up daily, especially in the US recently – most are aligning partners with pore space, and the capture part is
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