C-MACC Sunday Recap | Daily Chemical Reactions

If You Don’t Know Me By Now: The Unknowns of 2021
January 3, 2021
Commodities Mentioned:
Natural Gas, NGLs, Ethylene, Propylene, PVC, Polypropylene, Polyethylene, Polystyrene, PET, PTA, Base Oil, Benzene, Nylon, Lithium, Hydrogen, Crude, Naphtha, Caustic Soda, Acetic, Bitumen, VAM, Methanol, ABS, Oxo-Alcohols, Carbon, MTBE, Ethylene Oxide, Graphene, Water
Companies Mentioned:
Dow, LyondellBasell, Braskem, CP Chem, Formosa, Westlake, Methanex, Celanese, Shintech, ExxonMobil, Avient, BASF, Denbury, Enterprise, Navigator, Ganfeng Lithium, Hanwha, Highsun, Mitsubishi Chem, DuPont, SABIC, S-Oil, Sibur, Huntsman, Tronox, BASF, Covestro, Tosoh, Wanhua, Tempur Sealy, Casper, A.P. Moller, Lockheed Martin, Element, Tesla, Sinopec, Hitachi, Ennis, Petrobras, Lotte, Sichuan Yahua, Hyundai, Huntington, IG Petro, LG Energy, Mitsui Cheml, Natgasoline, SCC, Gevo, Newlight Tech, Henkel, Solvay, Kuraray, Aramco, Eneos, Radici, Eni, Neste, DHL, Danimer Scientific

C-MACC Sunday Recap 47

If You Don’t Know Me By Now: The Unknowns of 2021

  • This report discusses the continued momentum in the chemical space heading into what is likely to be an unpredictable 2021. It highlights some of the unknowable factors today, which may or may not emerge as risks in 2021.
  • We also note some news from China that could provide short-to-medium term cheer for the markets but may lead to a competitive edge in China that the West will struggle to match – perhaps good news for 2021/22, but less clear after that.
  • In our recent Climate/ESG piece, we mentioned companies that could make bio-based chemicals (like Gevo), but have little incentive to do so, and companies (like Newlight Tech.) that are seeing premiums for renewable-based polymers in specific products. We discuss why more activity and news on these topics are likely ahead.     

Last week we discussed 29 Chemical and related products and 62 Companies

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