The Weekly Catalyst

Global Chemical Update – Levitating
May 23, 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:
Nutrien, LSB Industries, CF Industries, Nova Chemicals, Westlake, Dow, LyondellBasell, ExxonMobil, Methanex, Southern Chemical, Natgasoline

The Weekly Catalyst

Global Chemical Update – Levitating

Key Points:

  • 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 supply factors that favor stronger for longer US prices.
  • We flag our latest Chemical & Agriculture market thematic research, Food For Thought: Boosting Crop Output Becomes Critical. Also, see our ESG weekly, Carbon Capture Costs Are The Hurdle For CCS Investments.
  • 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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