Daily Chemical Reactions

Love You Madly – Appreciation of USGC Chemical Production Grows, Supply Chains Far From Normal
January 21, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Ethylene, Propylene, Acrylonitrile, IPA, MEG, Polyester, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Dow, LyondellBasell, ExxonMobil, CP Chemical, Axalta, PPG, Berry Plastics, Silgan, Air Liquide, AkzoNobel, Amcor, BASF, Colonial Chemical, Phillips Carbon Black, Inovyn, Linde, Nuberg, Sabic, Sinopec, Invista, Suez, Teijin, Baker Hughes, Union Pacific, Kinder Morgan, Shell, Trex

Daily Chemical Reaction

Love You Madly – Appreciation of USGC Chemical Production Grows, Supply Chains Far From Normal

Key Points:

  • We revisit the US spot ethylene and propylene markets today, following the recent decline in ethylene relative to propylene. We comment on tailwinds and headwinds for integrated and non-integrated derivative producers.      
  • We highlight multiple corporate items (e.g., Colonial Chemical, Sinopec, Invista, Suez, Nuberg, Shell, Trex & Linde strategic initiatives; Sabic & LyondellBasell price hike efforts; Phillips Carbon Black business update)  
  • Other relevant items within this report include looking at US chemical rail traffic and the Union Pacific 4Q report, several global ESG efforts that are gaining traction, and numerous relevant gov’t policy discussions worldwide.   

See PDF below for all charts, tables and diagrams

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