Daily Chemical Reaction
Sample In A Jar – Commodity Chemical Trends Vary By Region, Global ESG Initiatives Mount
- We highlight corporate updates and chemical sector indicators that reflect demand strength in early 2021. We foresee regional chemical production and supply chain issues moderating as global production improves in 1H21.
- We highlight multiple corporate items (e.g., Kansas City Southern, Asian Paints, SRF & PPG result postings; BASF, Dow, Kureha & Versalis facility updates; Numerous ESG news and downstream product health updates)
- In this report, other relevant items include notable improvement in KCS chemical & petroleum rail traffic in 4Q20, recent USGC spot ethylene and propylene price trends relative to Asia, and a JV initiative, including Shell & Mitsubishi (MHI), to develop a green hydrogen hub in Northern Germany.
See PDF below for all charts, tables and diagrams