Commodities Mentioned:
PVC, Polypropylene, Polyethylene, Polystyrene, PET, Ethylene, Benzene, Isocyanates, Lithium, Carbon Dioxide, Hydrogen, Methanol, Natural Gas, NGLs Crude, Naphtha, Silver, Aluminum, PV Cells, Copper, Ethanol, Propylene, LNG, Coal, Polyols, MEG, Bitumen
Companies Mentioned:
Dow, LyondellBasell, Westlake, Formosa Plastics, SABIC, Nova Chemicals, Sherwin-Williams, DuPont, Air Products, Altana, Pilbara, Brenntag, Ganfeng, Elkem, Harima Chemicals, Hempel, Indian Oil, Deepak Nitrite, Mitsui, Kao, Nippon Shokubai, Sadara, Satorp, Showa Denko, Sinochem, SK Chemicals, Mitsubishi Gas Chemical, Teijin, Toagosei, Tosoh, Trinseo, BASF, Borealis, bp, Stepan, ExxonMobil, Hexion, Idemitsu, Eneos, Kurita Water, Lanxess, Celanese, Axalta, Occidental, Shintech, Formosa Petrochemical, Olin, Mitsubishi Chemical, Mitsui Chemicals, Nouryon, Pertamina, Tokai Carbon, Ube Industries, Ineos, Total, Shell, Air Liquide, Gulf Coast Sequestration, Indorama, United Airlines, Albemarle, BlackRock, Asahi Kasei, Asian Paints, PKN Orlen, PTTGC, Sumitomo, Toray, Univar, Chevron, Noble Midstream, Pembina, Pemex, OQ, Eastman, Danimer Scientific, Devon, Neptune Energy, Suncor, SK Innovation, PPG, Elementis, Orica, Energy Transfer, Cornerstone, Sinopec, Clariant, MEGlobal, Livent, Mattel, Tata Steel, PepsiCo, Technip, Tesla, Tru-Form Plastics, DoorDash, Fisker, FoxConn, Battle Motors, Soleno, Disney, Airbnb, IRG, Coca-Cola
C-MACC Sunday Thematic & Weekly Recap 66
India COVID Response Puts Global Chemical Markets At Risk
- The tragic COVID events in India threaten to bring a vital cog in the global markets to a standstill – with recent economic revisions likely still too optimistic.
- Countries/companies could benefit from providing help to India as the economy will take a significant hit this year – and those welcomed could prosper for years.
- The sharp fall in US ethylene prices suggests the incremental buyer is offshore – the US remains a very competitive supplier of ethylene to the rest of the World.
- More focus on carbon again this week with carbon prices continuing higher in Europe, but despite this, another highly subsidized CCS project was announced.
Last week we discussed 27 Chemicals and related products and 103 Companies.
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