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

Base Chemical Global Analysis
Global Weekly Catalyst No. 317

General Thoughts: Global chemical markets are fragmenting across feedstocks, chemicals, and fuels, rewarding logistics, integration, and discipline, while exposing structurally misaligned assets to prolonged margin

Base Chemical Global Analysis
Global Weekly Catalyst No. 316

General Thoughts: Energy retracement and post-storm natural gas normalization begin to restore relative cost balance, enabling advantaged producers to outperform, while persistent oversupply constrains pricing