Daily Chemical Reactions

Everybody Wants Some – Supply Chain Disruptions Linger, Prices Shift, ESG Appetites Seem Insatiable
December 29, 2020
Commodities Mentioned:
Natural Gas/NGLs, Ethylene, Propylene, Plastics (PVC, PP, PE, PS, PET, etc.), PTA, ABS, Base Oil, Benzene, Nylon, Lithium, Hydrogen, Crude/Naphtha
Companies Mentioned:
Avient, BASF, Denbury, Enterprise Products, Navigator Holdings, Ganfeng Lithium, Hanwha Solutions, Highsun, Mitsubishi Chemical, DuPont, SABIC, S-Oil, Sibur, Huntsman, Tronox, BASF, Covestro, Dow, Tosoh, Wanhua, Tempur Sealy, Casper Sleep, A.P. Moller, Lockheed Martin, Element Solutions, Tesla

Daily Chemical Reaction

Everybody Wants Some – Supply Chain Disruptions Linger, Prices Shift, ESG Appetites Seem Insatiable

Key Points:

  • We highlight evidence that supply chain disruptions are lingering in a few home product categories that we view as a general positive for chemical input producers. Supply will respond but may not be significant until 2Q21.   
  • We highlight multiple corporate items (e.g., Avient, BASF, Denbury, Hanwha, Highsun, Mitsubishi Chemical, S-Oil, Advanced Petrochemical & Sibur strategic moves; Enterprise & Navigator Holdings USGC ethylene storage update; several new recycling & sustainability updates)  
  • Other relevant items within this report include: US chemical production moves higher MoM in December; China polymer prices trend lower relative to US levels; Port of Los Angeles import traffic continues to surge.  

See PDF below for all charts, tables and diagrams

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