The Weekly Catalyst
Global Chemical Update – Take Me Away
Key Points:
- US commodity chemical price premiums remain pronounced relative to Asia across most polymer markets, and we argue that USGC Tropical Storm Nicholas and lingering global logistical issues suggest support through 3Q21.
- Global commodity value shifts were mixed WoW. We discuss the drop in US spot ethylene but its rise in Asia, while US Natural gas/NGLs held strong.
- Other global commodity trends flagged in this report comprise monomer, polymer, and feedstock indicators relevant to gauging sector profitability.
See PDF below for all charts, tables, and diagrams
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