Daily Chemical Reactions

Baby You Can Drive My Car (Please!) – US Refinery Metrics Low Energy, Asia Metrics Electric Feel
December 3, 2020
Commodities Mentioned:
Plastics (PP, PE, PVC, PS, PET, etc.), Propylene, Ethylene, Polyols, TDI, Urethanes, Methanol, Lithium, Crude/Naphtha/Gasoline , Natural Gas/NGLs
Companies Mentioned:
Dow, COIM USA, Borealis, Braskem, Sinochem, Clariant, Equinor, Indorama Ventures, LG Chem, LyondellBasell, Sasol, Piedmont, Polimekh, Planet Recycling, Polynt, ProAmpac, Resilux, Trinseo, Pemex, Sempra, Shell, Nestle, 3M, Daimler, UPS, Covestro, BASF, ExxonMobil, CP Chem

Daily Chemical Reaction

 

Baby You Can Drive My Car (Please!) – US Refinery Metrics Low Energy, Asia Metrics Electric Feel

 

Key Points:

  • US refinery metrics suggest petrochemical production from this channel will stay depressed into 2021 – we discuss several developments in this area.
  • We feature several corporate items worth note (e.g. Borealis, Braskem, Sinochem & Equinor updates; COIM USA & Polynt price hikes; Sasol, 3M, Nestle, ProAmpac, Polimekh & Indorama Ventures strategic news; etc.)  
  • Other items today range from the sharp decline US chemical rail traffic WoW, to Dow comments on strength in Asia chemical demand that aligns with our view, to lithium markets depending on EVs as a recharge station.  

See PDF below for all charts 

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