Global Chemical Update – Stay Selective

Global Chemical Update – Stay Selective

The Weekly Catalyst Global Chemical Update – Stay Selective Key Points: US ammonia prices held up WoW, while natural gas prices fell, spurring WoW strength in domestic margins. The global cost curve favors integrated US fertilizer margin support at elevated levels....
Global Chemical Update – This Bitter Earth

Global Chemical Update – This Bitter Earth

The Weekly Catalyst Global Chemical Update – This Bitter Earth Key Points: Global chemical feedstock costs rose more than monomer and polymer values WoW, pushing profits lower. North America reflects cost advantages, though most product margins remain near 10yr...
Global Chemical Update – Handle With Care

Global Chemical Update – Handle With Care

The Weekly Catalyst Global Chemical Update – Handle With Care Key Points: Global polymer margins on avg. reflect little change WoW, as gains in the US resulting from falling feedstock values were offset by weakness in NW Europe due to lower polymer prices. We continue...
Global Chemical Update – Stone Rolling

Global Chemical Update – Stone Rolling

The Weekly Catalyst Global Chemical Update – Stone Rolling Key Points: Weakening chemical derivative demand is working against the ability to raise prices in some product chains to offset higher input costs YTD. We discuss global methanol and chlor-alkali markets.  US...