The Weekly Catalyst

Global Chemical Update – Polymers Loosen, Crop Markets Tighten
June 20, 2023
Companies Mentioned:
Shell, Dow, LyondellBasell, ExxonMobil, Nova Chemicals, Chevron Phillips Chemical, PPG, Akzo Nobel, Sherwin-Williams, Celanese, Kuraray, Nutrien, CF Industries, LSB Industries, BASF, Corteva, Bayer, FMC
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 – Polymers Loosen, Crop Markets Tighten

Key Points:

  • Global polymer prices continued their downward trend last week, while North American feedstock costs, on average, increased relative to Europe and Asia – margins decreased in all major markets.
  • US integrated spot ethylene margins WoW fell to a YTD low, and Europe and Asia ethylene margins fell due to falling monomer prices. Chinese benefits from discounted Russian crude remain a concern.
  • Crop prices broadly increased WoW as weather concerns weighed on global production estimates, enhancing our positive return outlook for fertilizer and other crop input sellers in future periods.


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