Daily Chemical Reactions

Won’t Get Fooled Again – Lingering Supply Chain Concerns To Work In Favor Of 2H21 Price Support
June 25, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Propylene, Ethylene, Butadiene, Paraxylol, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Air Liquide, Sasol, Henkel, D&M Plastics, Johnson Matthey, LG Chem, PinnPack, PKN Orlen, Reliance, Aramco, Solvay, Tatneft, Univar, Tata Chemicals, Ensign Energy, BASF, Hengli Petrochemical, Sinopec, TotalEnergies, Gail, ExxonMobil, Tokuyama, Nan Ya Plastics, Sipchem, Nike, FedEx, PBF Energy, Versalis

Daily Chemical Reaction

Won’t Get Fooled Again – Lingering Supply Chain Concerns To Work In Favor Of 2H21 Price Support

Key Points:

  • This research report highlights several variables working to keep US commodity chemical values from collapse in 2H21. Demand remains robust, and concern with supply sourcing abilities remains well above-average.   
  • We highlight pertinent chemical sector corporate updates (e.g., Henkel, Solvay, Univar, Air Liquide, BASF, Sipchem, & other price & business news).  
  • Sector demand indicators broadly remain healthy, and we flag takeaways from recent Nike, FedEx, and Kansas City Fed updates worth notice.
  • We find numerous ESG announcements worth mention, ranging from carbon capture initiatives to chemical producer Capex notices in this area.
  • We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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