Daily Chemical Reactions

Loving You Easy – 2Q21 Chemical Sector Reports Broadly Optimistic, Early 2H21 Trends Evaluated
July 29, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Ethylene, Benzene, Propylene, Methanol, Acetic Acid, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Methanex, Celanese, Kuraray, LyondellBasell, Natgasoline, Kraton, Air Liquide, Arkema, Ashland, Borealis/OMV, Element Solutions, Haldor Topsoe, KBR, Larsen & Toubro, LG Chem, Lotte Chemical, Sekisui Chemical, Shell, Solvay, TotalEnergies, Vopak, Pemex, Sabic, Sinopec, Linde, Petrochina, J.B. Hunt, C.H. Robinson, Westlake, Formosa Plastics, Olin

Daily Chemical Reaction

Loving You Easy – 2Q21 Chemical Sector Reports Broadly Optimistic, Early 2H21 Trends Evaluated

Key Points:

  • Chemical sector business updates display similar trends across sub-sectors. We discuss a few factors that could shift profit momentum.   
  • We highlight pertinent chemical sector corporate updates (e.g., Kraton, Solvay, Air Liquide, Ashland, Shell, TotalEnergies, Element Solutions, & other 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 renewable energy and diesel trends to multiple corporate ESG updates.   
  • 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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