Daily Chemical Reactions

A Pain In The Gas – US Natural Gas & NGL Values In Focus Amid Inflation, Greater Chemical Production
July 1, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Propylene, Ethylene, Benzene, Oxo Intermediates, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Celanese, Dow, Chart Industries, ConocoPhillips, DuPont, Elkem, Givaudan, IGO, Tianqi Lithium, Kiri Industries, Nippon Paint, RadiciGroup, Schur Flexibles, Songwon, TAIF, Chevron, Nova Chemicals, OQ, LG Chem, GS Caltex, Mitsui Chemicals, Sinopec, Sinochem, Reliance, ExxonMobil, Daimler, Maersk, Sibur, EQT

Daily Chemical Reaction

A Pain In The Gas – US Natural Gas & NGL Values In Focus Amid Inflation, Greater Chemical Production

Key Points:

  • This research report highlights recent developments in US petrochemical production costs. We add to our views from earlier this week to focus on natural gas/NGL values that enter 3Q21 in many cases at 2021 highs.   
  • We highlight pertinent sector corporate updates (e.g., Dow, Kiri Industries, Celanese, OQ Chemicals, DuPont & other price & business news).  
  • Sector demand indicators remain robust, but supply chain issues remain significant per multiple sector reports and economic postings.
  • We find numerous ESG announcements worth mention, ranging from the push to recycle plastic toys to multiple items in the carbon capture arena.
  • 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.