Commodities Mentioned:
PVC, Polypropylene, Polyethylene, Polystyrene, PET, Ethylene, Propylene, Benzene, MMA, EO, Carbon Dioxide, Hydrogen, Methanol, Natural Gas, NGLs, Crude, Naphtha, Butanediol, Silicon, Paraxylene, LNG, Carbon Black, Caustic Soda, Acetone, PVB
Companies Mentioned:
Dow, LyondellBasell, ExxonMobil, CP Chemical, OxyChem, Westlake, Borealis, Air Products, Linde, Air Liquide, Sherwin-Williams, PPG, Axalta, DuPont, Huntsman, Arkema, Tikkurila, BASF, DSM, Indian Oil, LG Chem, Mitsubishi Gas, Natureworks, Petrobras, Vertellus, Indorama Ventures, Sinopec, Trinseo, Olin, Siam Cement, Sibur, Asahi Kasei, Maersk, Kolon Industries, Johnson Matthey, AkzoNobel, Albemarle, Alpek, Enterprise Products, Flint Hills, Braskem, Pembina, Mammoet, Shell, Kureha, Formosa Plastics, Sabic, Reliance, Tokuyama, Ningbo Fortune, PetroChina, Brightmark, Cargill, Tatneft, Celanese, Lanxess, Ascend Performance Materials, Bharat Petroleum, Eastman, Evonik, Ganfeng Lithium, Toray, Trafigura, Covestro, Gail, CNOOC, Shenhua Ningxia, TC Energy, Versalis, Borouge, Clean Tech Delta, Nasdaq, Engine No.1, Baker Hughes, Navigator, Venture Global LNG, Monolith Materials, Cabot, Orion Engineered Carbons, Tokai Carbon, Cheniere, VW, Elanco, Kuraray, BP, Petro Rabigh, Lotte Chemical, Plug Power, Itochu, Stolt, Oberon Fuels, Mondi, Atotech, Rio Tinto, Petronet, United Airlines, Tesla, Aramco
C-MACC Sunday Thematic & Weekly Recap 70
Propylene – A Nightmare For Short and Long Term Planners
- The multiple supply sources of propylene and the co-product nature of much of its production make it one of the most difficult basic chemicals to forecast.
- The recent price volatility in propylene may encourage consumers of propylene derivatives to look for alternatives, either less volatile or easier to hedge.
- We see the volatility as hard to predict and likely to continue, but we also see a higher floor price for propylene relative to ethylene as likely for the longer term.
- Our research also discusses some industry and climate-related news, and we comment on unintended consequences of some initiatives and misleading analysis.
Last week we discussed 25 Chemicals and related products and 98 Companies.
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