The Weekly Catalyst
Global Chemical Update – That Sinking Feeling
- Global monomer values, on average, fall relative to feedstocks WoW. We argue that a looser 2H22 polymer/downstream price setting is likely in 2H22 relative to 1H22 before our mega-cycle view begins to materialize in 2023/24.
- We flag our latest Chemical market thematic research, Sales Are Rising in ‘22, But Is It All Price: What About Volume? Also, see our latest ESG weekly, Optimism Has Created Plenty Of Wind Problems – It Could Spread.
- 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