Daily Chemical Reactions

American Pie – Commodity Chemical Trends Add Sugar, Derivatives Spice, ESG Debatably Nice
December 22, 2020
Commodities Mentioned:
Propylene, Lithium, Isocyanates, Methanol, Plastics (PVC, PP, PE, PS, PET, etc.), Hydrogen, Crude/Naphtha, Natural Gas/NGLs
Companies Mentioned:
Avient, BASF, Brenntag, DuPont, Kemira, Entegris, Dow, LyondellBasell, Westlake, OQ Chemicals, OMV, PPG, Cosmo Films, Sekisui Chemicals, Aceto, Indian Oil, Ineos, Haldor Topsoe, Evonik, Shell, Enterprise Products, GE, Nike, OQ Chemicals, Spandex, Rohm, SQM, Tosoh, Versalis, Williams

Daily Chemical Reaction

 

American Pie – Commodity Chemical Trends Add Sugar, Derivatives Spice, ESG Debatably Nice

Key Points:

  • The US chemical sector reflects broad-based strength into year-end. This report highlights recent specialty chemical market updates, a few commodity market trends worth notice, and several ESG items gaining attention.  
  • We highlight multiple corporate items (e.g., Shell & Nike business updates; Sekisui Chemical, Tosoh, Methanex & Rohm price hike nominations; BASF, Brenntag, SQM, Evonik, Haldor Topsoe, & Entegris strategic moves)
  • Other relevant items within this report include US ethylene export growth and views from Enterprise products; ESG investment factors gaining positive momentum into 2021; multiple China polymer prices display declines WoW.

See PDF below for all charts, tables and diagrams

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