The Weekly Catalyst

Global Chemical Update – Wonderin’ Bout the Wind
March 6, 2023
Companies Mentioned:
Dow, LyondellBasell, ExxonMobil, Ineos, PPG, Pinnacle Polymers
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 – Wonderin’ Bout the Wind

Key Points:

  • On average, global spot monomer and polymer prices WoW were primarily unchanged. However, US propylene values significantly surged WoW, outpacing US spot propane and polypropylene upticks.
  • USGC ethane values increased WoW relative to Ex-US naphtha. The oil-to-gas ratio also fell from its recent multi-year high, though spreads still favor a revival in North American chemical production.
  • So far, our CERAWeek conversations suggest sizable challenges with finding low-cost, high-capacity clean energy for industrial use and likely delays, which lifts our confidence in Issaquena Green Power.

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