The Weekly Catalyst

Global Chemical Update – Can I Depend On You?
January 17, 2023
Companies Mentioned:
Nova Chemicals, Dow, Westlake, ExxonMobil, Chevron Phillips Chemical, LyondellBasell, Covestro, Huntsman, BASF
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 – Can I Depend On You?

Key Points:

  • US monomer (and polymer) prices WoW show more support than feedstock costs, continuing a trend of margin improvement since mid-4Q22. NW Europe and Asia producers reflect margin declines.
  • US spot polymer prices, on average, WoW were essentially unchanged, while we observe weakness in Asia and NW Europe. US polyethylene posted the most improvement WoW, per our model.
  • US natural gas and USGC ethane value declines have notably outpaced Crude and Ex-Naphtha value weakness since mid-4Q22 – a plus for North American chemical producers relative to Europe and Asia.

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