The Weekly Catalyst

Global Chemical Update – Prices Rise, Positive For Clean Projects
September 18, 2023
Companies Mentioned:
Nutrien, CF Industries, LSB Industries, Koch Fertilizer
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 – Prices Rise, Positive For Clean Projects

Key Points:

  • Global ammonia prices have bounced from YTD lows below production costs in Europe and portions of Asia, a positive for North American production margins based on its relatively cheap natural gas.
  • Despite the recent ammonia price improvement, it is not high enough to cover the production costs for most green projects. However, most North American blue projects are profitable at current prices.
  • Global chemical prices moved higher WoW, as did Brent Crude relative to US natural gas. These trends have developed positively in 2H23 for North American producers relative to Europe and Asia.


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