Daily Chemical Reactions

No Line On The Horizon – Optimistic Demand Views & Supply Chain Issues Stand Out With 2Q Reports
July 22, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Ethylene, Benzene, Propylene, VAM, EVA, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Dow, LyondellBasell, Westlake, Alpek, Braskem, BASF, Evonik, Givaudan, DCM Shriram, Kureha, Sika, Strategic Minerals, Enterprise Products, Shell, Celanese, LG Chem, McDermott, AkzoNobel, PPG, Covestro, H.B. Fuller, Kinder Morgan, Petro Rabigh, Whirlpool, Unilever, Huhtamäki Oyj, D.R. Horton, Hyundai

Daily Chemical Reaction

No Line On The Horizon – Optimistic Demand Views & Supply Chain Issues Stand Out With 2Q Reports

Key Points:

  • Commodity chemical producer 2Q result comments are broadly optimistic, while downstream/specialty producers flag cost inflation and input sourcing issues. We discuss the Dow 2Q business update and multiple sector reports.   
  • We highlight pertinent chemical sector corporate updates (e.g., Dow, Alpek, Givaudan, Sika, BASF, Kureha, Evonik, & other business news).  
  • Sector end-demand indicators remain broadly strong, but we flag several logistic items and other indicators showing varied sub-sector momentum.
  • We flag several ESG items worth mention, ranging from IEA research on empowering cities toward net-zero to views of electrifying the airline industry.   
  • Along with publishing our latest ESG weekly, we highlight our multi-client initiative on carbon abatement in conjunction with the Power Research Group.
  • We note numerous other relevant chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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