The Weekly Catalyst

Global Chemical Update – Compressing the Spring?
April 17, 2023
Companies Mentioned:
Nutrien, CF Industries, LSB Industries, Albemarle, Livent, SQM, Lithium Americas
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 – Compressing the Spring?

Key Points:

  • North American ammonia and methanol spot prices have decreased YTD. We think recent margin pressure will work to delay capacity expansions, setting up a period of much tighter conditions ahead.
  • We discuss rising optimism toward methanol and ammonia use beyond their traditional derivatives and their role in energy transition lacking appreciation relative to commodities with more direct ties.
  • Global polymer values, on average, declined WoW, though North American chemical feedstock costs modestly fell relative to Asia and Europe. European producers faced the most headwinds WoW.

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