Global Chemical Update – Caught Up in You

Global Chemical Update – Caught Up in You

The Weekly Catalyst Global Chemical Update – Caught Up in You Key Points: Global polymer prices moved higher WoW, partly due to tighter markets that have resulted from curbed Ex-US production. We discuss risks facing US producers near term and why we think our...
Global Chemical Update – Chain Reaction

Global Chemical Update – Chain Reaction

The Weekly Catalyst Global Chemical Update – Chain Reaction Key Points: Global commodity chemical market trends are in favor of US producers. We think the potential window for cost relief is shortening for non-integrated specialty producers before a coming global...
Global Chemical Update – Soulshine

Global Chemical Update – Soulshine

The Weekly Catalyst Global Chemical Update – Soulshine Key Points: The recent global energy market surge has resulted in production cuts in Asia and Europe, tightening base chemical markets. US producers are poised to benefit, and most factors support our mid-decade...
Global Chemical Update – Sea of Heartbreak

Global Chemical Update – Sea of Heartbreak

The Weekly Catalyst Global Chemical Update – Sea of Heartbreak Key Points: US commodity chemical producers meaningfully benefit from the global energy market surge WoW. Asia ethylene costs hit a record high relative to US levels, and our confidence in a mid-decade...
Global Chemical Update – Tightrope

Global Chemical Update – Tightrope

The Weekly Catalyst Global Chemical Update – Tightrope Key Points: Global commodity indicators frame an environment of stronger-for-longer product prices in 2022 ahead of a mid-decade global commodity mega-cycle. The period for a potential late 2022/23 global...