Daily Chemical Reactions

Hard to Love – Producers Upgrade Outlooks, Considerable Sector Supply Chain Issues Linger
March 25, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Ethylene, Propylene, Acryonitrile, Hydrogen, Methanol, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
BASf, Celanese, Chemanol, Corbion, DSM, ENEOS, H.B. Fuller, Kebotix, Helm, Honeywell, Invista, Johnson Matthey, Lummus, Piedmont Lithium, Satorp, Shanghai Petrochemical, Petrobras, Wanhua Chemical, Nippon Shokubai, JG Summit, Sinopec, Methanex, SCC, Natgasoline, Mitsui Chemical, Nauticol Energy

Daily Chemical Reaction

Hard to Love – Producers Upgrade Outlooks, Considerable Sector Supply Chain Issues Linger

Key Points:

  • Multiple chemical producers boost their profit outlook for 2021 overnight, lifting expectations set in January. This report discusses trends working in favor of more 1H21 driven full-year 2021 profit guidance upgrades for some.
  • We highlight pertinent chemical sector corporate items (e.g., H.B. Fuller, Celanese, Shanghai Petrochemical, & Satorp updates; Sinopec, Methanex, BASF price hikes; multiple production updates & Capex notices)  
  • This report’s other relevant items include updates on Blue Methanol & CCS developments and an assortment of other ESG geared headlines, news on relevant global consumer trends, and views of production rates.

See PDF below for all charts, tables and diagrams

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