Commodities Mentioned:
Acrylonitrile, Ammonia, Base Oil, Carbon, Coal, Crude Oil, Naphtha, Ethylbenzene, Ethylene, Hydrogen, Lithium, LNG, Natural Gas, MEG, Methanol, NGLs, Paraxylene, PVC, Polypropylene, Polyethylene, Polystyrene, PET, Polycarbonate, Polyurethane, Polyamides, PTA, Refined Products
Companies Mentioned:
AGC, Air Liquide, Air Products, AkzoNobel, Altech, Aramco, Asahi Glass, Ascend, Axalta, Baker Hughes, BASF, Berry Global, BHP, Borealis, BP, Braskem, Celanese, Chemanol, Chemours, CNOOC, Corbion, Covestro, Dow, DSM, Eastman Chemical, Elementis, ENEOS, Eni, Evonik, ExxonMobil, Formosa Plastics, Fulcrum Energy, GS Caltex, H.B. Fuller, Haldor Topsoe, Helm, Herman Miller, Honda, Honeywell UOP, Huntsman, Hyundai, Ineos, Intel, Invista, Isuzu, JG Summit, Johnson Matthey, Kebotix, LG Chemical, Linde, Lummus, LyondellBasell, Maire Tecnimont, Methanex, Mitsui Chemical, Natgasoline, Nauticol Energy, NextDecade, Nippon Shokubai, Occidental, Olin, OMV, OQ Chemicals, OxyChem, Petrobras, Piedmont Lithium, Polynt, PQ Group, Repsol, SABIC, Sadara, Satorp, SCC, Schlumberger, Shanghai Petrochemical, Shell, Shintech, SI Group, Sinopec, Suez, Tenaris, Tessenderlo, Total, Toyota, UPS, Versalis, Wanhua Chemical, Westlake, Wood
C-MACC Sunday Recap 59
Ship to Wreck: And The Supply-Chain Challenges Continue!
- The Ever Given may have been refloated by the time this report is read, but it has thrown another supply chain wrench into the machine – it is a unique event, but so was the Texas Freeze and so was COVID – all in the same 14 months.
- We see a unique opportunity for the Biden Administration and a bipartisan Congress to give US manufacturing investment the slight nudge that it needs to increase dramatically, as many of the stars are aligned because of recent events
- Investments will need to meet tougher ESG related standards but could be a major positive for US chemical and polymer makers, replacing higher valued domestic demand for lower-valued exports.
Last week we discussed 28 Chemical and related products and 90 Companies.
See PDF below for all charts, tables and diagrams
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