Commodities Mentioned:
PVC, Polypropylene, Polyethylene, Polystyrene, PET, Ethylene, Propylene, Benzene, Isocyanates, Lithium, Carbon Dioxide, Hydrogen, Methanol, Natural Gas, NGLs, Crude, Naphtha, SBR, Butadiene, Butanediol, Carbon Black, Silver, Aluminum, Iron Ore, Steel, Copper, Polyester, Bromine, Styrene, Ethanol
Companies Mentioned:
Dow, LyondellBasell, Westlake, Formosa Plastics, SABIC, Nova Chemical, AdvanSix, Aramco, Atotech, Avient, BASF, Umicore, Chemours, 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, Amcor, Arkema, Meridian Adhesives, Azelis, Cabot, Orion Eng. Carbons, CP Chemical, Compass Minerals, Croda, Domo Chemicals, DSM, Domtar, Innospec, Kumho Petrochemical, Lenzing, Petron Corp., Albemarle, Hanwha Total, ConocoPhillips, Ford, BMW, Berry Global, Plug Power, Flex Power, FuelCell, Danimer Scientific, Gevo, Aemetis, Amyris, First Solar, Vestas, Blackrock, Tesla, Audi, Jaguar, Eastman, Green Plains, Summit Carbon, Shell, bp, Evonik, Henkel, Linde, Lonza, Myers Industries, PQ Group, W.R. Grace, Pemex, BHP Group, Devon, Suncor, HollyFrontier, Axalta, Braskem, Michelin, CarbonLite, Perstorp, Lanxess, DCM, Element Solutions, DAK Americas, Indorama, Koppers, Mitsubishi Chemical, Nouryon, OCI NV, Methanex, Celanese, Odfjell, Siam Cement, Venator, Pioneer, Marathon Oil, Cheniere Energy, Unilever, Johnson Matthey, Sumitomo, ArcelorMittal
C-MACC Sunday Recap 65
Taking Stock: Rethinking “Just in Time” is Adding to Demand
- A coordinated global manufacturing shift of sentiment towards supply chain security is working in favor of a stronger-for-longer demand uplift in 2021.
- The product tightness and price inflation to date could last and, in some cases, accelerate in pockets of chemical supply chains before a “new” normal is reached.
- Shipping companies are stoking the fire, suggesting constraints for the year, and spurring freight rate inflation – container and rail car shortages could persist.
- Higher carbon prices in Europe are driving investment decisions – no carbon pricing in the US is driving lots of talk but limited action.
Last week we discussed 30 Chemicals and other materials and 110 Companies.
See PDF below for all charts, tables, and diagrams
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