The Weekly Catalyst
Global Chemical Update – Atmosphere Shift
- C-MACC co-founder, Cooley May, will attend the World Petrochemical Conference this week, where global production shifts, circularity, & GHG emissions will be more in focus than gross capacity growth.
- The recent CERA conference focused more on clean energy and energy producers extending product chains into chemicals as fossil fuel demand declines – a growth development that WPC will also target.
- US ethylene producers are profitable across all primary feedstocks, with propane cost advantaged to ethane WoW. Asia and European ethylene production margins have improved but remain negative.