The Weekly Catalyst
Global Chemical Update – Lose Yourself
- US commodity chemical production costs have recently increased relative to avg. Asia levels, which has hurt profit margins. Global spot polymer prices fell WoW, and US integrated producer profit faces substantial risk near term.
- We highlight our latest Chemical market thematic research, US Cost Advantage Shrinks, Rocky Setting Aids Mega-Cycle Thesis. Also, see our ESG weekly, ESG Gets Its Day(s) In Court – Not Good for the Evolution.
- Global commodity trends on display in this report comprise monomer, polymer, and feedstock indicators relevant to gauging sector profitability.
See PDF below for all charts, tables, and diagrams