Daily Chemical Reactions

Rock & Roll – Demand Indicators Remain In Focus As Global Supply Begins To Roll In
January 13, 2021
Commodities Mentioned:
Ethylene, Butadiene, Propylene, Plastics (PVC, PP, PE, PS, PET, etc.), PBT, Butyl Acetate, Synthetic Rubber, Lithium, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Albemarle, Borealis, BASF, Croda, West Coast Olefins, Dow, Hanwha, IFF, IPL, Iquisa, Gron Fuels, Hempel, Mars, Amcor, Eastman, PPG, RadiciGroup, SABIC, SK Capital, Solvay, Total, Trinseo, Umicore, Anue, Siemens, Nikola, Target

Daily Chemical Reaction

Rock & Roll – Demand Indicators Remain In Focus As Global Supply Begins To Roll In

Key Points:

  • Asia commodity chemical trends reflect some stark differences relative to those seen in USGC markets. Today, we flag a few relevant commodity and derivative market findings and discuss potential sub-sector sentiment shifts.      
  • We highlight multiple corporate items (e.g., Hanwha, Solvay, IPL Plastics, SABIC, Iquisa & Croda strategic initiatives; Dow & Trinseo price hikes; Borealis, Total Petrochemical & West Coast Olefins facility updates)  
  • Other relevant items within this report include Asia petrochemical values relative to feedstock naphtha; refiners increasing their renewables investment in the net-zero race; China NEV vehicle sales remaining robust in late 2020  

See PDF below for all charts, tables and diagrams

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