Daily Chemical Reactions

Patience – Corporate Outlooks Point To Lingering Supply Chain Issues; 2H21 To Stay Far From Normal
July 27, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Ethylene, Propylene, Benzene, Carbon Dioxide, Hydrogen, Methanol, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
AkzoNobel, Axalta, Brenntag, Clariant, Coromandel, Croda, DSM, Ecolab, ExxonMobil, SABIC, Shin-Etsu, Honeywell, Navin Fluorine, JSW Paints, Reliance, Neste, Inter Pipeline, Pembina, Brookfield, Philips Carbon Black, PPG, Repsol, Sensient, S-Oil, Yansab, RPM, Sherwin-Williams, Lithium Americas, LyondellBasell, TotalEnergies

Daily Chemical Reaction

Patience – Corporate Outlooks Point To Lingering Supply Chain Issues; 2H21 To Stay Far From Normal

Key Points:

  • This report discusses pertinent takeaways from recent chemical sector business updates, ranging from cost inflation trends to producer outlooks.    
  • We highlight Axalta, RPM, Sherwin-Williams, Reliance, SABIC, Shin-Etsu, ExxonMobil, & Neste news, & discuss global production update items.  
  • US contract propylene values take a step higher in July MoM based on spot support. We also flag US ethylene and benzene spot market trends.  
  • We highlight several climate-friendly initiatives from traditional channels and corporate reports, such as Neste, Berkshire Hathaway & Home Depot.
  • The Baltic Exchange Freight Rate Index reflects tight global conditions, and we find indications of many global supply chain issues persisting in 3Q21.
  • We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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