Daily Chemical Reactions

This Side Of A Dust Cloud – Global Supply Issues Remain Significant, Most Value Chains Disrupted
April 13, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Ethylene, Propylene, Benzene, Isocyanates, Base Oil, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
ExxonMobil, Synthomer, WR Grace, CP Chemical, Phillips 66, Shell, Dow, Huntsman, Covestro, Wanhua, LyondellBasell, Formosa Plastics, Adnoc, OCI, Sinochem, ChemChina, BASF, Givaudan, Drax, Hexpol, ICL, Koch, Mitsubishi Heavy Industries, Nova Chemicals, OMV, Origin Materials, Engro, Perstorp

Daily Chemical Reaction

This Side Of A Dust Cloud – Global Supply Issues Remain Significant, Most Value Chains Disrupted

Key Points:

  • This report comments on continued strength in global commodity chemical markets amid healthy global demand and lingering pockets of supply chain issues across numerous product chains. A quick return to normal is unlikely.     
  • We highlight pertinent chemical sector corporate items (e.g., CP Chemical, LyondellBasell, Nova Chemicals, Formosa Plastics, & OMV business updates; Multiple supply items, Capex targets, & notable sector ESG announcements).  
  • This report’s other relevant items include MDI prices keeping pace with raw material increases amid healthy demand and broad-based supply chain issues, thoughts on recent advanced recycling initiatives, and highlights a few key indicators pointing to continued strength in freight rates in 2Q21.

See PDF below for all charts, tables and diagrams

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