The Weekly Catalyst

Global Chemical Update – T-R-O-U-B-L-E

July 11, 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:
Dow, LyondellBasell, ExxonMobil, CP Chemical, Westlake, Shin-Etsu, Occidental, Formosa Plastics, Olin, Orbia, Enterprise Products, Nova Chemicals

The Weekly Catalyst

Global Chemical Update – T-R-O-U-B-L-E

Key Points:

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.

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