C-MACC Sunday Recap | Daily Chemical Reactions

Electric Avenue: Getting Wider Every Day, But Not Enough Alone to Grant Success To All Inputs
February 14, 2021
Commodities Mentioned:
MDI, PVC, Polypropylene, Polyethylene, Polystyrene, PET, Carbon Black, Oxo-Intermediates, Ethylene, Propylene, Aromatics, Hydrogen, Natural Gas, NGLs, Crude, Naphtha, Methanol, Acetic Acid, Vinyl Acetate, PVB, Fuel Oil, Gasoline, Ammonia, Lithium, Bromine, Carbon Dioxide, Adipic Acid, Butadiene
Companies Mentioned:
Nova, Shell, CP Chem, OxyChem, Celanese, LyondellBasell, Dow, Westlake, Formosa, Shintech, Silgan, IPL Plastics, Berry, Stepan, Invista, Tokuyama, Tosoh, Ube, Varennes, Wacker, Sipchem, Kuraray, Albemarle, Brenntag, ConocoPhillips, Daicel, Tennant, Grace, BASF, Eneos, Epsilyte, Hanwha, Tesla, Ashland, Borealis, OMV, Braskem, Clorox, Hexion, Danimer Scientific, Gevo, GM, Fulcrum Bioenergy, Suez, Darling Ingredients, Amazon, Refinitiv, Goodyear, E3 Metals., Arakawa Chem, Asahi Glass, Acron, Air Liquide, Air Products, GameStop, Chevron, Total, Michelin, Kraton, ARLANXEO, Flint Hills, Enterprise Products, Lanxess, Lotte Fine Chem., Lummus, Mitsui Chem, OQ, Orion, Kansai Paint, Osaka Soda, Sumitomo Bakelite, Tijin, Leggett & Platt, Hyundai, Kemira, Arkema, Daikin Chem, Denka, Idemitsu, Elkem, FMC, Coke, Hope Energy, Westport, Cummins, S&P Global, Inter Pipeline, Clariant , Alpek, Altech, Avantium, Hengli, Huntsman, Cornish Lithium, Berger Paints, Nippon Soda, Sensient Tech., Tikkurila, Yasho Industries, Nippon Shokubai, Sasol, Asahi Kasei, BP, Cabot, Birla Carbon, Clariant, Evonik, Hengyi, Honeywell, JM, SABIC, Entegris, ExxonMobil, SK Chem, Kao, LG Chem, Lotte Corp, Marathon, Mitsubishi Chem, Nippon Kayaku, Kurita Water, Linde, Mitsubishi GC, SES, PI Industries, PPG, Versalis, Trinseo, Eastman, Vulcan, Avantor, CLG, Covestro, Henkel, Kureha, McDermott, Nampak, NewMarket, Sekisui Chem, Axalta, Avient, DuPont, Toray, DSM, Galaxy Surf, PKN Orlen, Kumho Petro, Sherwin-Williams, Solvay, ICL, Toyobo, Umicore, Equinor, Sumitomo, Petronas, Sibur, LafargeHolcim, Radici, IFF, Kaneka, Nippon Paint, Tokai Carbon, OCI, PTTGC, Sumitomo Chem., Symrise, Plug Power, Petronet, Bloom Energy, AmSty, Tempur, Peloton, Nissan Chem, Polytek, Sika, Univar, Olin

C-MACC Sunday Recap 53

Electric Avenue: Getting Wider Every Day, But Not Enough Alone to Grant Success To All Inputs

  • The thirst for EVs is growing – in part because of incentives and in part because of a wave of new vehicle availability, which will only accelerate from 2021.  EVs are good for lightweight products – aluminum and plastics – to offset battery weight.
  • But it is a case of “chips with everything” and the EV makers are as much at risk from the semiconductor shortages as the traditional industry.  Recent estimates suggest that 2021 global auto production could be held back by as much as 10%.
  • The real loser is likely butadiene, as incentives to produce are high, while demand is likely to be held back by lower vehicle new builds as well as the lingering impact of COVID, vehicle miles traveled, and more limited tire wear and tear.

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