Polymer Market Trends: Global spot polymer prices mainly were lower WoW amid supply improvement and weak demand, with the upstream costs of Ex-US integrated producers,
Radical shifts are needed in the European Chemical industry, and the moves announced by BASF this week suggest that the company is positioning itself better
General Thoughts: We are generally fans of the BASF integrated approach to chemical production in areas that serve regional/local customers – we see risks facing
1st Topic of the Week: The recent IEA report states the obvious about transition shortfalls, but the advice of “just try harder” does not help
Table of Contents:
Polyethylene Analysis
Polypropylene Analysis
Polystyrene Analysis
Methodology & Report Schedule
Glossary
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General Thoughts: Our takeaways from the first day of BASF’s capital market day highlight a strategy to unlock and drive value despite challenging market conditions
General Thoughts: Corteva cut its 2H24 profit expectation this week, citing weaker-than-expected Latin American conditions, but foresees a better 2025 – we agree, and it
General Thoughts: We discuss the potential impacts of polyethylene (PE) and polyvinyl chloride (PVC) from the US East and Gulf Coast labor strikes, as it
Claims that the US hydrogen industry is losing ground to Europe are based on European countries providing much higher subsidies to projects that are still
The Weekly Catalyst Global Ethylene Markets Loosened WoW; Derivative Prices Face Downward Pressure Into 4Q24! Exhibit 1 – Chart of the Day: US spot ethylene
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