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.

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