Global Chemical Update – Shake ‘Em On Down

The Weekly Catalyst

Global Chemical Update – Shake ‘Em On Down

Key Points:

• Asia polymer values fall WoW relative to the West values on avg.
• Asia monomer values rise WoW, implying increased derivative production.
• Ex-US naphtha values rise modestly relative to USGC ethane WoW.
• Other global commodity market shifts noted include Butadiene, Benzene, Ethylene, & Propylene. Supply chains remain far from normal near-term.

See PDF below for all charts, tables and diagrams