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

Contact us to subscribe to our services and gain access to full content.