The Weekly Catalyst
Global Chemical Update – Privileged
- US commodity chemical producers maintain a production cost advantage relative to most Ex-US producers, even including the recent surge in natural gas and ethane values, but profit headwinds continue to mount for 2022.
- We flag our latest Chemical market thematic research, The Winners & Losers from A Consumer Slowdown. Also, see our ESG weekly, critiquing several ESG pledges issued in recent earnings and sustainability reports.
- 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