Daily Chemical Reactions

Wilder Days – Input Markets Anything But Tame For Chemical End Product Makers; ESG Efforts Broaden
May 5, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), SBR, Butadiene, Butanediol, Carbon Black, Carbon Dioxide, Hydrogen, Methanol, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Amcor, Arkema, Meridian Adhesives, Azelis, Cabot, Orion Eng. Carbons, CP Chemical, Compass Minerals, Croda, Domo Chemicals, DSM, DuPont, Domtar, Innospec, Kumho Petrochemical, Lenzing, Petron Corp., Tata Chemicals, Solvay, Livent, Albemarle, Hanwha Total, ConocoPhillips, Enterprise Products, Westlake, Ford, BMW, Berry Global

Daily Chemical Reaction

Wilder Days – Input Markets Anything But Tame For Chemical End Product Makers; ESG Efforts Broaden

Key Points:

  • Input cost inflation remains a broad-based issue for specialty chemical and broadly for sector product consumers – we find commodity inflation is not only occurring in chemical markets & flag metals and lumber as examples.   
  • This report discusses likely changes in manufacturer inventory habits due to input sourcing issues lifting concerns with long supply chains.
  • We highlight pertinent chemical sector corporate items (e.g., Amcor, DSM, Cabot, Kumho Petrochemical, Solvay, & Tata Chemicals business updates).
  • Carbon prices hit a record level in Europe & ESG news flow remains high.
  • The Baltic Index hits an 11-year high amid continued freight rate strength. 

See PDF below for all charts, tables and diagrams

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