Daily Chemical Reactions

Listen To The Music – Comfort Levels Rise With The Rhythm, Opportunities Arise With Tempo Variations   
December 4, 2020
Commodities Mentioned:
Plastics (PP, PE, PVC, PS, PET, etc.), Propylene, Ethylene, Polyols, Bromine, Bitumen, Crude/Naphtha, Natural Gas/NGLs, Hydrogen
Companies Mentioned:
Dow, Borealis, Braskem, Sinopec, Westlake, Formosa, Shintech, OxyChem, LyondellBasell, SABIC, Albemarle, ICL, BMW, Kinder Morgan, Porsche, Siemens, Stepan, BYD, Odfjell, Lanxess, Hyosung, Greenbrier Marine, Cargill, Axens, Eni, Southwest Airlines, Delta Airlines, Ford, Petrobras, Neste

Daily Chemical Reaction

 

Listen To The Music – Comfort Levels Rise With The Rhythm, Opportunities Arise With Tempo Variations

 

Key Points:

  • Chemical sector participant and investor confidence increased in 2H20 as a result of many factors (e.g. Asia demand growth, a steeping global cost curve, pockets of durable good strength, COVID vaccine news, etc.) but sub-sector equity performance tells a mixed story (Ex. #2) is it time to change records?
  • We feature a few notable corporate items (e.g. Aramco, Sinopec, SABIC, Braskem Idesa & Petrobras updates; Lanxess & Stepan price hikes; etc.)  
  • Other items today range from our break-out of global hydrogen market news, to our identification of some variation in China spot polymer trends WoW and rising China elemental bromine values, to a break-down of plastics targeting a currently tight automotive market seeing rising EV production.  

See PDF below for all charts 

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