Commodities Mentioned:
PVC, Polypropylene, EDC, Polyethylene, Ethylene, Polystyrene, PET, Crude, Benzene, Caustic Soda, Propylene, Butadiene, Bisphenol A, Plasticizers, Hydrogen, Crude, NGLs, Lithium, Naphtha, MEG, Natural Gas, Lithium, Isocyanates, Acetic, PTA, Methanol, Isocyanates, Styrene, Paraxylene, Polyetheramines, Lycra
Companies Mentioned:
Dow, LyondellBasell, CP Chem, Westlake, PPG, Axalta, Oxy, Formosa, Shintech, Olin, Celanese, Enterprise, Arkema, Braskem, BASF, Daelim, Evonik, DIC, ExxonMobil, Huntsman, Lotte, Nestle, NuStar, PipeChina, Wanhua, Covestro, Tosoh, Ineos, Haldor Topsoe, Kemira, Mitsubishi Chem, Nova, Motiva, Pinnacle, Shell, Solvay, Showa Denko, Tianqi, Albemarle, Kinder Morgan, Boeing, Element Solutions, DuPont, Henkel, DSM, Enel, L&T Technology, Mineral Tech, Aramco, Neste, Optima, PMC Group, Rio Tinto, SIBUR, Total, Wacker, Toyota, Valmet, Bridgestone, Clariant, Lanxess, Linde, Lonza, Petkim, JG Summit, SKGC, Tempur Sealy, Boeing, Lowe’s, Ford, GM, Lululemon, Valero, Chevron, BMW, Nissan, MSCI, Sustainalytics, Eastman, Air Products, Livent, First Solar
C-MACC Sunday Recap 44
The Holiday – Travel Will Impact Durable Spending in 2021
- The COVID vaccine will likely inoculate many against their thirst for consumer durables and housing related spending as well as the virus itself, eventually. Spending budgets are finite and travel spending will likely reduce durable demand.
- In the meantime, supply chain dislocations on top of strong consumer demand are causing product and logistic issues: pushing US chemical prices and integrated profits higher into year-end. Current momentum is extraordinary, but real.
See PDF below for all charts
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