The Weekly Catalyst

Global Chemical Update – Are You Gonna Go My Way
June 21, 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:
Energy Transfer, Enterprise Products, CP Chemical, Westlake, Dow, LyondellBasell, Celanese

The Weekly Catalyst

Global Chemical Update – Are You Gonna Go My Way

Key Points:

  • We discuss the increased rumblings of new North American commodity chemical capacity evaluations looking beyond recent sector profit headwinds and the high risk surrounding 2H22 expectations to value chain extensions.
  • US chemical production costs fell relative to avg. Ex-US costs and avg. global polymer prices WoW. US chemical sector profit has still trended lower in 2Q22.    
  • 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

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