Global Chemical Update – Lose Yourself

Global Chemical Update – Lose Yourself

The Weekly Catalyst Global Chemical Update – Lose Yourself Key Points: US commodity chemical production costs have recently increased relative to avg. Asia levels, which has hurt profit margins. Global spot polymer prices fell WoW, and US integrated producer profit...
Global Chemical Update – Summertime Blues

Global Chemical Update – Summertime Blues

The Weekly Catalyst Global Chemical Update – Summertime Blues Key Points: US spot ethylene production margins trended lower in 2Q22 to reflect a loss across all feedstocks last week due to higher costs and lower monomer prices. Polymer price weakness is a significant...
Global Chemical Update – Levitating

Global Chemical Update – Levitating

The Weekly Catalyst Global Chemical Update – Levitating Key Points: US commodity chemical prices reflect strength relative to Asia and NW European values WoW, typically leading indicators for US spot movements. We discuss a few supply factors that favor stronger for...