Daily Chemical Reactions

Turn It On, Turn It Up, Turn Me Loose – Post Storm USGC Production Restarts Targeted, Global Supply Chains To Stay Far From Normal For Most Of 1H21
February 19, 2021
Commodities Mentioned:
Ethylene, Propylene, Plastics (PVC, PP, PE, PS, PET, etc.), Polyurethanes, Polyols, Aromatics, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Axalta, DIC, Eni, Hanwha, Hengyi, Henkel, Livent, Origin Materials, Polifilm Extrusion, RPM, Sherwin-Williams, Sika, Stepan, Sumitomo, Tecnicas Reunidas, Toray, UFlex, Wesfarmers, Celanese, Formosa, BASF, ENEOS, Dow, KLJ Plastics, LyondellBasell, Woodside, Milliken, Ford

Daily Chemical Reaction

Turn It On, Turn It Up, Turn Me Loose – Post Storm USGC Production Restarts Targeted, Global Supply Chains To Stay Far From Normal For Most Of 1H21

Key Points:

  • We discuss the restart of USGC chemical production following shutdowns because of the severe winter storm. Given the high likelihood of issues with some facility restarts, supply chains will unlikely return to normal in 1H21.
  • We flag pertinent chemical sector corporate items (e.g., Axalta, DIC, Eni, Hengyi, Livent, RPM, Sika & Stepan profit news; Formosa, Celanese, & an assortment of global production updates; multiple ESG-geared headlines)  
  • This report’s other relevant items include commentary on global coating market demand & raw material cost trends, several global hydrogen market updates, and numerous commodity market indicators worth notice in 1H21.

See PDF below for all charts, tables and diagrams

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