North American Methanol producers target contract prices for June. We flag spot market, profitability & overseas trends surrounding this initiative.
We flag pertinent chemical
May 28, 2021
No Comments
North American Methanol producers target contract prices for June. We flag spot market, profitability & overseas trends surrounding this initiative.
We flag pertinent chemical
Daily Chemical Reaction Born Under A Bad Sign – US Polymer Prices Reflect Premiums To Asia, Risks Rise Amid Supply Loosening Key Points: We discuss
Governments should support proven emission initiatives that work today rather than overly fund unproven technology advances that might fail or underperform.
The clean energy
US commodity chemical prices still reflect broadly tight conditions relative to Asia. Though an abrupt loosening of US markets is unlikely at a sector level,
US polymer producers are fighting for higher monthly contract prices to close 2Q21. We highlight a few products likely to see the implementation of higher
US ethane demand saw its largest MoM decline on record in February 2021. This report comments on US chemical production issues in 1Q21 and trends
COP26 meeting will be critical in getting alignment based on practical options.
IEA issues a roadmap to 2050 but fails to consider materials inflation
Building & construction raw material costs have inflated notably since the start of 2021. We find evidence that while consumers are more selective with new
Multiple US retailer reports showcase considerable chemical end-market demand strength. We flag HDPE as an example product benefiting from tight domestic downstream conditions that appear
Asia polymer values fall WoW relative to Western World values on avg.
Asia monomer values rise WoW, implying increased derivative production.
Ex-US naphtha
Sign up below to get updates on our events, publications, and insights—straight to your inbox.
