The Weekly Catalyst
Global Chemical Update – T-R-O-U-B-L-E
- Global average polymer prices reflect further declines WoW, with Western prices decreasing more than Asia. US polymer prices face much more risk than monomer prices in 2H22, and current US polyethylene (PE) premiums help display our case.
- We highlight our Sunday Thematic, Hi! Can I Sell You Some Polymers – Please!. We also flag research, Pressure – Global Commodity Chemical Margins Contracted In 1H22, Rebound Unlikely In 2H22, to consider with our Global Chemical update.
- Global commodity trends on display in this report comprise monomer, polymer, and feedstock indicators relevant to gauging sector profitability.