Daily Chemical Reactions

Come Together – Corporate Strategic Moves Pick Up, Supply Chain Woes Persist, Demand Stays Robust
July 2, 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:
Olin, ASHTA Chemicals, Enterprise Products, Nova Chemicals, Formosa, GM, Indian Oil, Lonza, Nouryon, Nobian, PetroChina, Sinopec, Pulcra Chemicals, Shin-Etsu, Stolt-Nielsen, Orion Eng. Carbons, Westlake, Boral Products, Williams, Kroger, ExxonMobil, Covestro, Ceres, Avient, Lion Energy, Lotte Chemical, Shell, LG Chem, Cornerstone Chem.

Daily Chemical Reaction

Come Together – Corporate Strategic Moves Pick Up, Supply Chain Woes Persist, Demand Stays Robust

Key Points:

  • This research report flags recent chemical sector strategic moves that show producers increasing investments to enhance their product portfolios. Given elevated FCF and healthy balance sheets, we foresee more M&A ahead.   
  • We highlight pertinent chemical sector corporate updates (e.g., Enterprise, Nova, Olin, Formosa, PetroChina, GM & other price & business news).  
  • Manufacturer momentum is positive in most areas as demand strength is outweighing supply chain woes. Autos is likely an example exception in 3Q21.
  • We find numerous ESG items and announcements worth mention, ranging from EU carbon prices at a record high to the Shell green hydrogen start-up.
  • We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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