Daily Chemical Reactions

Sparks Fly – Commodity Chemical Producer Capital Deployments In Focus Amid Positive Profit Trends
July 16, 2021
Commodities Mentioned:
Methanol, Acetic Acid, Plastics (PVC, PP, PE, PS, PET, etc.), Propylene, Ethylene, Benzene, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Methanex, Southern Chemical, Natgasoline, Celanese, Mitsui Chemical, LyondellBasell, Inter Pipeline, Pembina, Linde, CNCEC, Compass Minerals, EMS-Chemie, PPG, Olin, Shell, Verdant, Cheniere, ExxonMobil, Reliance Industries, Vale, Marathon, Equinor, Chevron, Cummins, ServiceMax, Volkswagen, Levi’s, BHP

Daily Chemical Reaction

Sparks Fly – Commodity Chemical Producer Capital Deployments In Focus Amid Positive Profit Trends

Key Points:

  • US commodity chemical industry health remains high. This report flags the positive methanol market setting and likely considerations driving the Methanex Geismar 3 project into a period when conditions could moderate.   
  • We highlight pertinent chemical sector corporate updates (e.g., Methanex, EMS-Chemie, Compass Minerals, Shell & other price & business news).  
  • Sector demand indicators broadly remain robust, but we flag a few notable logistical items that could add to supply chain issues in the US and Europe. 
  • We find numerous ESG announcements worth mention, ranging from the launch of the China ETS to views on solar project development costs.
  • Along with publishing our latest ESG weekly, we launch a multi-client initiative on carbon abatement in conjunction with the Power Research Group.
  • We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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