Daily Chemical Reactions

This Year’s Love – End Market Demand Strength Broad-based So Far, Production Indicators Mixed
April 8, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Ethylene, Propylene, Butanediol, Nylon-6, Carbon Dioxide, Hydrogen, Methanol, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Johnson Matthey, RPM International, BASF, Eni, Americhem, Azelis, ExxonMobil, Hyundai, Mitsubishi Chemical, Shell, Technip, Petrobras, Rio Tinto, Kuraray, Phillips 66, Ecopet, Westlake, Dow, Covestro, Celanese, DuPont, Linde, Michelin, Honda, Volvo, Schnitzer, LyondellBasell, Arlanxeo, Danimer Scientific, Newlight Technologies, Monolith Materials

Daily Chemical Reaction

This Year’s Love – End Market Demand Strength Broad-based So Far, Production Indicators Mixed

Key Points:

  • This report highlights multiple indicators of end-market demand strength, ranging from autos to building materials & coatings. Expectations are high, and we flag a few demand and supply chain items worth consideration in 2Q.
  • We highlight pertinent chemical sector corporate items (e.g. Johnson Matthey & RPM International business updates; multiple commodity chemical production notices, M&A activity notices, & Capex initiatives)  
  • This report’s other relevant items include broad strength in new & used auto sales in 1Q21, further evidence of tight global polymer markets, and a general view of the typical path being taken by most to curb CO2 emissions.

See PDF below for all charts, tables and diagrams

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