Daily Chemical Reactions

Emotions In Motion – Demand Optimism High, Production & Raw Material Pessimism Persists
February 11, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Ethylene, Propylene, Bromine, Lithium, Bromine, Carbon Dioxide, Adipic Acid, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Air Liquide, Borealis, Inter Pipeline, Clariant - Honeywell, ICL, IFF, Kaneka, Kemira, Linde, Albemarle, Lanxess, Nippon Paint, Shell, Tokai Carbon, Toyobo, Umicore, Equinor, Sumitomo, Petronas, BASF, Evonik, Sibur, LafargeHolcim, Radici Group, Celanese, DuPont

Daily Chemical Reaction

Emotions In Motion – Demand Optimism High, Production & Raw Material Pessimism Persists

Key Points:

  • Global chemical 4Q20 results overnight further confirm raw material inflation concerns among non-integrated producers. This issue, along with new ESG initiatives and auto build constraints, are discussed in this report.       
  • We flag relevant corporate items (e.g., Air Liquide, Clariant, ICL, IFF, Kaneka, Kemira, Nippon Paint, Tokai Carbon, Toyobo & Umicore business updates; BASF, Borealis, Evonik, Lanxess & Sibur production news)  
  • Other relevant items in this report include a view of US refinery operating rates and chemical rail shipments WoW, comments to the chip shortage that is impacting auto production, and notes Shell’s energy transition milestones as an example of how ESG initiatives are having broad restructuring impacts.

See PDF below for all charts, tables and diagrams

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