Daily Chemical Reactions

Skinny Love – Demand Indicators Stay Robust, Tight Supply Chains Linger, But Risks Around Both Rise
May 28, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Methanol, Propylene, Ethylene, Benzene, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Methanex, Southern Chemical Corporation, Mitsui Chemicals, Celanese, Natgasoline, LyondellBasell, Eastman, Genesis Energy, Indian Oil, Reliance, YCI Methanol One, Total, Shell, Linde, Dow, Polyplex, Indorama Ventures, HP, Dell, General Motors, DAK Americas, Elkem, Bechtel, Vertex Energy, Henkel, Boeing, Nissan, Sibur, ExxonMobil

Daily Chemical Reaction

Skinny Love – Demand Indicators Stay Robust, Tight Supply Chains Linger, But Risks Around Both Rise

Key Points:

  • North American Methanol producers target contract prices for June. We flag spot market, profitability & overseas trends surrounding this initiative.  
  • We flag pertinent chemical sector corporate items (e.g., Total, Methanex, Shell, SCC, Linde, & Polyplex news; Several Capex items & price updates)  
  • Carbon capture news flow mounts, and we flag more ESG sector items.
  • We flag multiple macro-economic factors worthy of note, ranging from continued news of demand strength to a relatively weak US dollar.

See PDF below for all charts, tables and diagrams

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