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... 
by Research | May 16, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – The Foundations Of Decay Key Points: US polymer values, on average, reflect more support WoW than Ex-US polymer values, US monomer values, and US natural gas/NGL values. With US polymer supply set to rise, downward pressure... 
by Research | May 2, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – That Sinking Feeling Key Points: Global monomer values, on average, fall relative to feedstocks WoW. We argue that a looser 2H22 polymer/downstream price setting is likely in 2H22 relative to 1H22 before our mega-cycle view... 
by Research | Apr 25, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – For All The Wrong Reasons Key Points: Western polymer price premiums reflect strength WoW, as global supply chain, logistic, and feedstock issues continue to favor regional disconnects. We foresee a 2H22 loosening before... 
by Research | Apr 18, 2022 | The Weekly Catalyst
The Weekly Catalyst Global Chemical Update – Train of Consequences Key Points: Global chemical production costs rose WoW, while US polymer prices held up relative to falling Asia values. With logistic/supply-chain issues still sizable, US chemical markets will be...