Global Chemical Update – Hook Me Up

The Weekly Catalyst Global Chemical Update – Hook Me Up Key Points: Asia spot polymer values reflect a sizable discount to avg. US levels to start 2022, which we think will shrink in 2022 as US prices trend lower. We discuss a few factors that could keep US prices...

Global Chemical Update – Slow Hands

The Weekly Catalyst Global Chemical Update – Slow Hands Key Points: Global polymer values fell QoQ in 4Q21 but ended 2021 notably higher YoY. We foresee loosening global polymer markets in 2022, and we continue to view Western producer prices (and margins) as most at...

Global Chemical Update – Ocean Eyes

The Weekly Catalyst Global Chemical Update – Ocean Eyes Key Points: US spot polymer values fell relative to global monomer values WoW, and we foresee a shrinking US polymer price premium relative to Asia as a major integrated profit risk for 1H22. We flag and discuss...

Global Chemical Update – Back To Back

The Weekly Catalyst Global Chemical Update – Back To Back Key Points: NW Europe monomer prices reflect support relative to US and Asia values WoW. We flag several factors helping to keep Western commodity premium values from an abrupt decline relative to Asia and note...