Daily Chemical Reactions

Live Wire – Production Issues Keep US Commodity Chemical Prices In Shock, Buyers Remain In Awe
March 19, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Lithium, Ethylene, Propylene, Propylene Oxide, Isocyanates, Benzene, Methanol, Methacrylates, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Navigator Holdings, Enterprise Products, W.R. Grace, LyondellBasell, Dow, Nova Chemicals, Westlake, Ineos, CP Chemical, BASF, Pilbara, Aramco, Johnson Matthey, SGL Carbon, PTT Global, Formosa, BP, Accenture, Devon, Pemex, Mitsubishi Chemical, NextDecade, Dollar General, Unilever, Carvana, H-E-B

Daily Chemical Reaction

Live Wire – Production Issues Keep US Commodity Chemical Prices In Shock, Buyers Remain In Awe

Key Points:

  • US commodity chemical production issues gain a bit of clarity with catalyst supplier and producer updates. This report comments on a few market trends worth review near-term as production shocks dissipate at an uneven pace.
  • We flag pertinent chemical sector corporate items (e.g., multiple global facility and production rate updates, commodity price hike announcements, & sector capital deployment outlooks, including new project announcements)  
  • This report’s other relevant items include comments on the SCALE act and increasing CCS investment, a general shift in US consumer purchases flagged by Dollar General, and global petrochemical cost curve commentary.

See PDF below for all charts, tables and diagrams

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