Global Chemical Update – Handle With Care

Global Chemical Update – Handle With Care

The Weekly Catalyst Global Chemical Update – Handle With Care Key Points: Global polymer margins on avg. reflect little change WoW, as gains in the US resulting from falling feedstock values were offset by weakness in NW Europe due to lower polymer prices. We continue...
Global Chemical Update – Stone Rolling

Global Chemical Update – Stone Rolling

The Weekly Catalyst Global Chemical Update – Stone Rolling Key Points: Weakening chemical derivative demand is working against the ability to raise prices in some product chains to offset higher input costs YTD. We discuss global methanol and chlor-alkali markets.  US...
Global Chemical Update – Falling Down

Global Chemical Update – Falling Down

The Weekly Catalyst Global Chemical Update – Falling Down Key Points: Global polymer prices have fallen more than integrated production costs in 3Q driving sizable production margin declines, especially in the US, which has seen the most YoY margin compression.Brent...