Tag: Ethylene

Base Chemical Global Analysis
Global Weekly Catalyst No. 321

General Thoughts: Energy shocks are redistributing profitability across industrial value chains as surging ex-US energy costs compress petrochemical margins, tighten fertilizer markets, and strengthen North

Global Market Analysis
Snap, Crackle, & Flop:Crude Shock, Petrochemical Capacity Chop

General Thoughts: Global energy shocks, narrowing sanctioned crude oil discounts, and persistent olefin oversupply converge to lift marginal costs, accelerate restructuring, and benefit gas-advantaged producers.

Base Chemical Global Analysis
Global Weekly Catalyst No. 320

General Thoughts: Crude oil and Ex-US natural gas price strength relative to US levels has steepened the global cost curve for most chemicals, accelerating rationalization