The Weekly Catalyst

Global Chemical Update – Privileged

May 9, 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:
Nova Chemicals, Westlake, Celanese, Occidental, Celanese, Dow, LyondellBasell, ExxonMobil

The Weekly Catalyst

Global Chemical Update – Privileged

Key Points:

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

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