by Research | May 16, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – The Foundations Of Decay Key Points: US polymer values, on average, reflect more support WoW than Ex-US polymer values, US monomer values, and US natural gas/NGL values. With US polymer supply set to rise, downward pressure... 
by Research | May 9, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Privileged Key Points: US commodity chemical producers maintain a production cost advantage relative to most Ex-US producers, even including the recent surge in natural gas and ethane values, but profit headwinds continue... 
by Research | May 2, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – That Sinking Feeling Key Points: Global monomer values, on average, fall relative to feedstocks WoW. We argue that a looser 2H22 polymer/downstream price setting is likely in 2H22 relative to 1H22 before our mega-cycle view... 
by Research | Apr 25, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – For All The Wrong Reasons Key Points: Western polymer price premiums reflect strength WoW, as global supply chain, logistic, and feedstock issues continue to favor regional disconnects. We foresee a 2H22 loosening before... 
by Research | Apr 18, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Train of Consequences Key Points: Global chemical production costs rose WoW, while US polymer prices held up relative to falling Asia values. With logistic/supply-chain issues still sizable, US chemical markets will be... 
by Research | Apr 11, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Tangled Up In Blue Key Points: Global polymer prices increased WoW, while Ex-US feedstock costs moved lower in the opposite direction of US input costs. Market indicators suggest a likely global uptick in production in 2Q...