Commodities Mentioned:
Polyurethanes, Polyols, PVC, Polypropylene, Polyethylene, Polystyrene, PET, Carbon Black, Oxo-Intermediates, Ethylene, Propylene, Aromatics, Hydrogen, Natural Gas, NGLs, Crude, Naphtha, Carbon Dioxide, Coal, Biofuels
Companies Mentioned:
Dow, LyondellBasell, Flint Hills, Enterprise Products, PPG, Axalta, CP Chemical, ExxonMobil, Nova Chemical, Westlake, Shintech, Formosa, OxyChem, Adeka, Adnoc, Air Products, AkzoNobel, Albemarle, Altana, BASF, DSM, Ecolab, Grasim, IFF, Ishihara Sangyo, Kiri Industries, Koppers, Lanxess, Lona, Covestro, OQ Chemicals, Perstorp, PTTGC, Repsol, Showa Denko, Sibur, Stepan, LSB Industries, Danimer Scientific, Gevo, Shell, Vestas, First Solar, DuPont, Amazon, Cummins, Westport Fuel Systems, GE, Wacker Chimie, Linde, Eastman, Coca-Cola, Siggi's, DIC, Eni, Hanwha, Hengyi, Henkel, Livent, Origin Materials, Polifilm Extrusion, RPM, Sherwin-Williams, Sika, Sumitomo, Tecnicas Reunidas, Toray, UFlex, Wesfarmers, Celanese, ENEOS, KLJ Plastics, Woodside, Milliken, Ford
C-MACC Sunday Recap 54
Shiver*: The Texas Power Shortage Informs Future Power Strategy, But For Now Has Frozen Chemical Production
- The power chaos in Texas last week throws cold water on some of the proposals to get US power to net-zero quickly and without significant long-term use of natural gas – we discuss both hydrogen options and CCS.
- We know that a significant portion of US chemical capacity was off-line last week, further impacting already tight and dislocated supply chains. What matters now is how long the restart process will take – history suggests upsets are likely.
- The Texas issues will likely keep supply tight in basic chemicals and polymers for months, and this tightness may spread around the World with delayed restarts
Last week we discussed 20 Chemical and related products and 75 Companies * Coldplay version seemed appropriate
See PDF below for all charts, tables and diagrams
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