The Weekly Catalyst

Global Chemical Update – Study Time!
March 27, 2023
Companies Mentioned:
LyondellBasell, Dow, Nova Chemicals, INEOS, ExxonMobil, Enterprise Products, Navigator Holdings
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 – Study Time!

Key Points:

  • Energy companies looking to push their value chains downstream into petrochemicals through M&A should take advantage of weak conditions in 2023 before a likely upturn in many polymer profit cycles.
  • North American chemical producers enjoy a sizable cost advantage relative to Asia and NW Europe. We flag the WoW drop in US natural gas and USGC ethane relative to Brent Crude and Ex-US naphtha.
  • US ethylene producers are profitable across all primary feedstocks, with ethane moving back into a cost-advantaged spot WoW relative to propane. Asia and European cracker margins remain negative.


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