The Weekly Catalyst

Global Chemical Update – Ready or Not
December 27, 2022
Companies Mentioned:
Westlake, Oxy, Shin-Etsu, Formosa Plastics, Orbia, Olin, Dow, LyondellBasell, ExxonMobil, CP Chemical, LyondellBasell, Nova Chemicals
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 – Ready or Not

Key Points:

  • Global polymer markets reflect WoW support amid production cuts, higher Ex-US costs, and rising optimistic views on China demand. North American producers see the most significant WoW benefits.
  • Brent Crude and Ex-US naphtha values reflect significant strength WoW relative to US natural gas and USGC ethane, broadly favoring North American petrochemical producer economics compared to Asia.
  • North American Chlor-Vinyl producers are among the most significant WoW beneficiaries as costs fell and PVC prices increased globally. 4Q22 production cuts in this chain limit the absolute benefits.

Client Login

Learn About Our Subscriptions and Request a Trial

to gain full access and experience our services!

Request a Free Trial