The Weekly Catalyst

Global Chemical Update – Global Cost Curves in Focus
August 28, 2023
Companies Mentioned:
LyondellBasell, Dow, ExxonMobil, Westlake, Oxy, Shin-Etsu, Formosa Plastics, CF Industries, Nutrien, Marathon Petroleum, Valero
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 – Global Cost Curves in Focus

Key Points:

  • Global polymer prices modestly increased WoW, lagging crude oil feedstock costs higher, benefiting North American integrated polymer producers compared to their Europe and Asia counterparts.
  • During the past thirty days, US natural gas and USGC ethane have fallen 6% and 28%, respectively, while Brent Crude and ex-US naphtha values are 4% and 13% higher, favoring higher prices abroad.
  • We also highlight that overseas methanol and ammonia price premiums have increased compared to North American spot values, which we view as constructive for domestic producer margin support.


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