Daily Chemical Reactions

The Waiting Game – Regional Supply Swings Tilt Markets, Global Conditions Far From Normal
May 13, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Propylene, Ethylene, Benzene, Polyols, Carbon Dioxide, Hydrogen, Methanol, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Asahi Kasei, Asian Paints, Mitsui Chemicals, PKN Orlen, PTTGC, Showa Denko, Sumitomo, Toray, Univar, Chevron, Noble Midstream, Pembina, Pemex, OQ, BASF, bp, Eastman, Danimer Scientific, Devon, Neptune Energy, Celanese, Shell, Suncor, SK Innovation, PPG, Elementis, Orica, Energy Transfer

Daily Chemical Reaction

The Waiting Game – Regional Supply Swings Tilt Markets, Global Conditions Far From Normal

Key Points:

  • Recent global production issues and inventory movements showcase the length and complexity of many chemical sector product chains. This report comments on price volatility remaining high in multiple chains near-term.
  • We highlight pertinent chemical sector corporate updates (e.g., Asahi Kasei, Asian Paints, Mitsui Chemicals, PTTGC, Sumitomo, & Toray updates)  
  • US refinery operating rates fall, but US chemical rail traffic rises WoW.
  • This report discusses plastic recycling & other ESG industry trends, and we comment to the link between virgin and recycled polymer prices.   

See PDF below for all charts, tables and diagrams

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