Daily Chemical Reactions

Hyperactive – Business Updates Positive, Price Hike Efforts Persist, Production Notices Mixed By Region
June 17, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Propylene, Ethylene, Polysilicon, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Dow, LyondellBasell, ExxonMobil, BASF, Axens, Ultrapar, SABIC, Aramco, Symrise, Shell, Sinopec, Neste, Sekisui, IVC, PetroChina, Formosa Plastics, Ashland, Taizhou Union, Alcoa, Rolls-Royce, Ineos Styrolution, TotalEnergies, Borealis, Lennar, Ford, GM, Petrobras, Mitsubishi Chemical, OQ, Gevo, Aemetis

Daily Chemical Reaction

Hyperactive – Business Updates Positive, Price Hike Efforts Persist, Production Notices Mixed By Region 

Key Points:

  • This research report discusses the risk of an overreaction among chemical producers to tight supply chains and mixed global availability by region that could result in a profit hangover ahead for some major product chains.   
  • We highlight pertinent chemical sector corporate updates (e.g., Ashland, Dow, Sekisui Chemical, Sinopec, Wacker, & other price & business news).  
  • Broadly demand indicators remain robust. US refinery operating rates and North American chemical rail traffic increase WoW.
  • We find numerous ESG announcements worth note, particularly noting updates in green methanol, bio-plastics, & an e-cracker development.
  • We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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