Daily Chemical Reactions

Riders In the Sky – Commodity Chemical Outlooks Optimistic, Despite Views Of Normalization Ahead
May 7, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Propylene, Ethylene, Stryene, Methanol, Ethanol, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Albemarle, DAK Americas, Hanwha Total, Indorama, Koppers, Mitsubishi Chemical, Nouryon, OCI NV, Methanex, Celanese, Odfjell, Siam Cement, Solvay, Trinseo, Venator, Westlake, Pioneer, Marathon Oil, Cheniere Energy, Pemex, LyondellBasell, Unilever, Johnson Matthey, Braskem, Occidental, Sumitomo, ArcelorMittal

Daily Chemical Reaction

Riders In the Sky – Commodity Chemical Outlooks Optimistic, Despite Views Of Normalization Ahead

Key Points:

  • Commodity chemical values remain broadly elevated YoY, but signs of supply upticks and related producer commentary is emerging in some chains.
  • We flag pertinent chemical sector corporate items (e.g., Indorama, OCI NV, Koppers, Odfjell, & Trinseo business updates; Multiple Capex items)  
  • LyondellBasell launches waste-based polymer production, & we find several other notable ESG items worthy of mention to close the week.
  • We highlight multiple macro-economic factors supporting the positive sector outlooks being provided by most producers with their 1Q21 updates.

See PDF below for all charts, tables and diagrams

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