The Weekly Catalyst

Global Chemical Update – That Spells Relief
September 26, 2022
Companies Mentioned:
Dow, LyondellBasell, Westlake, Braskem, Nutrien, CF Industries, LSB Industries
Commodities Mentioned:
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

The Weekly Catalyst

Global Chemical Update – That Spells Relief

Key Points:

  • US natural gas and USGC ethane feedstock values declined more than Ex-US naphtha and Brent crude and outpaced chemical prices lower WoW, reflecting benefits for domestic chemical producers.
  • Global polymer price shifts were mixed WoW, with declines broadly reflected in European markets. US and Asia polymer prices show more support, especially in polyethylene and polyvinyl chloride.
  • Spot US ethylene margins based on US ethane feedstock are positive and improved WoW, while ethylene production in Europe and Asia still reflects negative cash margins amid myriad factors.    
  • Global ammonia prices were higher on average WoW, led by strength in NW Europe, a plus for US producers, such as Nutrien and CF Industries, amid still high crop prices and advantaged feedstock costs.   

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