Commodities Mentioned:
Propylene, Lithium, Isocyanates, Methanol, PVC, Polypropylene, Polyethylene Polystyrene, PET, Hydrogen, Crude, Naphtha, Natural Gas, NGLs, Benzene, Polysilicon, Carbon, Ethanol, Paraxylene, MEG, PTA, LNG, Industrial Gas, Caustic Soda, Ethylene, Bitumen
Companies Mentioned:
Dow, LyondellBasell, Braskem, ExxonMobil, CP Chem, Westlake, Formosa, PPG, Axalta, Shintech, Oxy, Olin, SCC, Methanex, Natgasoline, Mitsui Chem, Celanese, Huntsman, Ineos, Trinseo, Avient, BASF, Brenntag, DuPont, Kemira, Entegris, OQ, OMV, Cosmo Films, Sekisui Chem, Aceto, Indian Oil, Haldor Topsoe, Evonik, Shell, Enterprise, GE, Nike, Spandex, Rohm, SQM, Tosoh, Versalis, Williams, LG Electronics, Nova, CPC, Fuller, Highsun, Kuraray, Sanyo, Maire Tecnimont, Neste, OCI, Repsol, Berry, UPM, Domtar, Waters, Eastman, Petrobras, PetroChina, Arlanxeo, Storopack, Hapag-Lloyd, WeRide, Flint Hills, Daimler, Gevo, GCS, LNG Canada, Pepsi, Coca-Cola, JP Morgan, Ascend, AkzoNobel, Henkel, JM, ThyssenKrupp, Lonza, Petro Rabigh, Solvay, Sumitomo, WC Olefins, Nikola, Airbus, Toyota, Eni, Canadian Pacific
C-MACC Sunday Recap 46
Singing For Our Supper: A Focus On Propane, PVC and Songs!
- Despite the US chemical industry in aggregate still operating at lower rates than in 2019, we enter the last week of 2020 with some pockets of exceptional price strength. We view propane, US propylene, and global PVC as notable examples.
- The year will end well, and next year will start well for most. We highlight vinyl-chain benefits for Westlake, Orbia, Ineos, Shintech, OxyChem, and Formosa, but few basic chemical producers will complain about 4Q20.
- We offer the 2020 C-MACC playlist, providing a cheerful recap of our thoughts throughout a year that has seen many unexpected and unpleasant shifts in tempo.
Last week we discussed 21 Chemical and related products and 92 Companies and 30 Songs
We published the fourth edition of our Climate, Renewable, Energy Transition and ESG weekly (the CRETER) last Wednesday – [see Link here and highlights below] – the focus was on carbon taxes.
See PDF below for all charts
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