Daily Chemical Reactions

Goodbye Yellow Brick Road – Demand Mixed, US Raw Material Inflation Mounts, ESG Efforts Surge
February 2, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Ethylene, Propylene, PTA, Paraxylene, Aromatics, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Silgan, IPL Plastics, Berry Plastics, Asahi Kasei, BP, Cabot, Birla Carbon, Orion Engineered Carbon, Clariant, CP Chemical, Dow, LyondellBasell, Evonik, Hengyi, Honeywell, Johnson Matthey, SABIC, Sekisui Chemical, Solvay, Stepan, Invista, Tokuyama, Tosoh, Ube, Varennes, Wacker, Sipchem, Kuraray

Daily Chemical Reaction

Goodbye Yellow Brick Road – Demand Mixed, US Raw Material Inflation Mounts, ESG Efforts Surge

Key Points:

  • Raw material inflation remains an area of focus for producers of chemical end-products. This report highlights several end-market demand indicators, commodity trends, and strategic items worth considering globally in 2021.   
  • We flag relevant chemical sector corporate items (e.g., Cabot, SABIC, CP Chemical, Wacker, BP, Indian Oil, Sekisui, Ube & Tosoh profit news; Dow, Eneos, Kuraray & BASF price hikes; Multiple strategic & facility updates)  
  • Other relevant items within this report include the recent surge in US PGP spot values relative to Asia, the WoW downtrend in USGC spot ethylene, the flattening of the global petrochemical production cost curve, and the growth of CO2 as a petrochemical feedstock to consider looking out ~20 years.

See PDF below for all charts, tables and diagrams

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