Daily Chemical Reactions

Spin You Around – Production Issues Quickly Impact Chemical Markets, Global CO2 Emissions Reviewed
April 16, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Ethylene, Propylene, Benzene, Lithium, Carbon Dioxide, Hydrogen, Methanol, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Aceto, Chemours, Evonik, ExxonMobil, Gurit, Lonza, Merck, Posco, PPG, Sherwin-Williams, AkzoNobel, Sinopec, Technip Energies, Haldor Topsoe, Worley, Phillips 66, Aramco, Shell, Chevron, LyondellBasell, Covestro, Pinnacle Polymers, Formosa Plastics, Nova Chemicals, Ineos, Johnson Matthey, Borealis, Tasnee

Daily Chemical Reaction

Spin You Around – Production Issues Quickly Impact Chemical Markets, Global CO2 Emissions Reviewed

Key Points:

  • Global commodity chemical markets are historically tight, with Western world markets showing the most notable imbalances. This report discusses a few recent developments suggesting a prolonged return to normal.  
  • We highlight pertinent chemical sector corporate items (e.g. PPG 1Q21 results; Formosa Plastics, Nova Chemicals, Shell, Ineos, & Pinnacle Polymers production updates; Multiple Capex initiative items & ESG action views)  
  • This report’s other relevant items include drivers of the rebound in USGC spot ethylene prices, views on global carbon dioxide (CO2) emissions from a country-level perspective, and recent views of relative US Dollar movements.  

See PDF below for all charts, tables and diagrams

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