Daily Chemical Reactions

Lucky Now – Global Supply Chains In Catch Up Mode, Many Beneficiaries Luckier Than Good
April 9, 2021
Commodities Mentioned:
Ethylene, Propylene, Plastics (PVC, PP, PE, PS, PET, etc.), Lithium, Bitumen, Hydrogen, Methanol, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Braskem, Novonor, EMS Group, Lonza, Mitsui Chemicals, Engro, Plixxent, MRi Polytech, Shell, Stolt, CNOOC, Pembina, Petrobras, Sadara, Shell, Engie, Lotte Chemical, Polynt, Valero, Phillips 66, Pertamina, Enbridge, Sabic, Airbus, Boeing, GM, Porsche, Tesla, Ford

Daily Chemical Reaction

Lucky Now – Global Supply Chains In Catch Up Mode, Many Beneficiaries Luckier Than Good

Key Points:

  • Global supply chains remain out-of-balance, as production continues to limp higher at a slower pace than market expectations set a few weeks ago. This report flags lingering issues that suggest mixed benefits in 2Q and 2H21.  
  • We highlight pertinent chemical sector corporate items (e.g., EMS Group update; multiple examples of product news and Capex items worth note).  
  • This report’s other relevant items include a view of the carbon footprint of different modes of transportation, the auto production cuts stemming from the chip shortage, and a general chemical cost curve view to close the week.

See PDF below for all charts, tables and diagrams

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