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

Contact us to subscribe to our services and gain access to full content.