Daily Chemical Reactions

Pump It – Commodity Profit Posts Continue To Beat; Specialties Move Their Feet; ESG Efforts Bring Heat
May 4, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Ethylene, Propylene, Benzene, Isocyanates, Lithium, Carbon Dioxide, Hydrogen, Methanol, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
AdvanSix, Aramco, Atotech, Avient, BASF, Umicore, Chemours, Conoco, DuPont, Enterprise Products, ExxonMobil, GCP Applied Tech., Hexion, Huntsman, Kolon, Livent, Nippon Shokubai, Nissan Chemical, OQ, Occidental, PetroChina, Reliance, Solvay, Tata Chemicals, Trinseo, Ube Industries, Westlake

Daily Chemical Reaction

Pump It – Commodity Profit Posts Continue To Beat; Specialties Move Their Feet; ESG Efforts Bring Heat

Key Points:

  • 1H21 raw material inflation remains a concern in some specialty chemical product chains, though many producers think end-product demand will allow price pass-throughs. We provide our views after multiple 1Q21 reports.
  • We highlight DuPont, Westlake, Aramco, Enterprise Products, AdvanSix, Nippon Shokubai, Ube Ind., Huntsman, & Tata Chemicals business updates.  
  • USGC spot ethylene falls, while US polymer-grade propylene rises WoW.
  • EU CO2e prices hit a record. EV market framed from a global perspective.
  • The Freightos China-to-US freight rate index remains at multi-year highs.
  • We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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