Daily Chemical Reactions

You Need Love – Global Manufacturing Waters Rise, Supply Chains Muddy, Production Faces Rolling Fork
April 15, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Ethylene, Propylene, Bitumen, Lithium, Carbon Dioxide, Hydrogen, Methanol, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Air Products, Amyris, Azelis, BASF, Chevron Lummus, Eastman Chemical, LG Chem, Navigator, Olin, Posco Chemical, PPG, Clariant, SI Group, Sinopec, W.R. Grace, BP, Aramco, Shell, Dow, Hyundai, PipeChina, Sasol, Toyota, Nissan, Tasnee, Segway, Nikola, Uniper

Daily Chemical Reaction

You Need Love – Global Manufacturing Waters Rise, Supply Chains Muddy, Production Faces Rolling Fork

Key Points:

  • This report highlights multiple global indicators set to support advancing chemical production beyond end-market demand strength. Expectations are high, but we view US polymer price premiums relative to Asia as vulnerable.  
  • We highlight pertinent chemical sector corporate items (e.g. Eastman & BASF comments on China; W.R. Grace & PPG updates; multiple commodity chemical production notices, Capex initiative items, & ESG action views)  
  • This report’s other relevant items include factors poised to benefit lithium markets, views on recent US chemical rail traffic & refinery utilization rate shifts, and a display of the US CCS project ramp into the close of 2020.

See PDF below for all charts, tables and diagrams

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