Daily Chemical Reactions

Sprockets! – European Commodity Chemical Price Strength Displays Western World Constraints
March 23, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Ethylene, Propylene, Polyamides, MEG, Lithium, Hydrogen, Methanol, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Dow, LyondellBasell, Borealis, BASF, AkzoNobel, Berry Global, Aramco, Asahi Glass, Ascend, Axalta, Eastman Chemical, Elementis, Evonik, Helm, Honeywell UOP, Invista, LG Chemical, Maire Tecnimont, OMV, Schlumberger, Methanex, Polynt, Versalis, Air Liquide, Toyota, Honda, Baker Hughes, Repsol

Daily Chemical Reaction

Sprockets! – European Commodity Chemical Price Strength Displays Western World Constraints

Key Points:

  • European commodity chemical markets reflect significant disruption. This report discusses several regional price trends and the positioning of Western World commodity supply chain issues in the global market.
  • We highlight pertinent chemical sector corporate items (e.g., Elementis & Aramco business updates; Methanex & Polynt price hikes; Multiple global commodity chemical production updates & capital deployment items)  
  • This report’s other relevant items include Air Liquide sustainability day commentary, elevated China propane imports because of petrochemical plant startups, and the impact to autos from US port limitations on import volume.

See PDF below for all charts, tables and diagrams

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