by Research | Jun 21, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Are You Gonna Go My Way Key Points: We discuss the increased rumblings of new North American commodity chemical capacity evaluations looking beyond recent sector profit headwinds and the high risk surrounding 2H22...
by Research | Jun 13, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Feels Like We Only Go Backwards Key Points: US commodity chemical production costs further increased relative to avg. Asia levels and global spot polymer prices broadly fell last week. US chemical sector profits are under...
by Research | Jun 6, 2022 | The Weekly Catalyst
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...
by Research | May 31, 2022 | The Weekly Catalyst
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...
by Research | May 23, 2022 | The Weekly Catalyst
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...