Daily Chemical Reactions | Sunday Thematic & Weekly Recap

Carbon Dating: Looking For An Honest, Accurate Partner Profile
July 11, 2021
Commodities Mentioned:
PVC, Polypropylene, Polyethylene, Polystyrene, PET, Propylene, Ethylene, Benzene, Chlorine, Methanol, MMA, Carbon Dioxide, Hydrogen, Natural Gas, NGLs, Crude, Naphtha, Acetic Acid, VAM, Glycols, Acetone, Ethanol, Lithium, Copper, Silver
Companies Mentioned:
LyondellBasell, Dow, Shell, ExxonMobil, Westlake, Nova Chemicals, OxyChem, Borealis, Sherwin-Williams, Axalta, PPG, DuPont, Huntsman, Arkema, BASF, Bostik, Gail, Ganfeng Lithium, Hexpol, IOC, Jiangsu Fenghai, Lonza, Maire Tecnimont, PetroChina, Kraton, Sinopec, Solvay, Tatneft, LASCO, Navigator Holdings, Formosa Plastics, Oriental Petchem, Covestro, Lotte Chemical, Kumho Petchem, Sibur, Amazon, Toyota, Nouryon, OMV, POSCO Chemical, Repsol, Showa Denko, Toyo Ink, SK Innovation, Umicore, Worley, BP, Aramco, Reliance, Indorama, Nan Ya Plastics, GS Caltex, Kaneka, Home Depot, Lowe’s, Marubeni, Knight-Swift, WD-40, Eastman, Evonik, Advanced Petchem, Air Liquide, Chemanol, HyPower, Orion, PTT Group, Yisheng Petchem, Mitsui Chemicals, Denka, Versalis, Ineos, Stellantis, Shokubai, Airbus, United Airlines, Honda, Levi, Koch Industries, Summit Carbon Solutions, GM

C-MACC Sunday Thematic & Weekly Recap 74

Carbon Dating: Looking For An Honest, Accurate Partner Profile   

  • We recently announced a multi-client analysis on carbon abatement and discuss why we view ourselves as more qualified than most to conduct the work.
  • The barrage of conflicting industry headlines and opinion reports last week on carbon offsets, prices, and equity valuations suggest that our initiative is timely.
  • This report also evaluates the more varied (less unanimously bullish) economic and chemical demand indicators and discusses several potential inflection points.  
  • Meanwhile, we find confirmation that 2Q21 may reflect the best margin setting for many commodity producers in 2021 (and possibly for the next few years).     

Last week we discussed 25 Chemicals and related products and 81 Companies.

See PDF below for all charts, tables, and diagrams

See PDF below for all charts, tables and diagrams

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