Daily Chemical Reactions

Time After Time – Stronger For Longer Outlooks The Norm With 2Q21 Results, Risks Start To Take Form
July 30, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Propylene, Ethylene, Benzene, Acetone, MDI, Nylon, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Huntsman, BASF, Dow, Covestro, AdvanSix, Avient, Chandra Asri, Chevron, ExxonMobil, Clariant, Elementis, Shell, Ingevity, International Paper, Kurita Water, Nouryon, Orbia, Westlake, Shintech, Formosa Plastics, OxyChem, Pilbara Minerals, Siam Cement, Amazon, Sibur, Tronox, Umicore, Caterpillar, Volkswagen

Daily Chemical Reaction

Time After Time  – Stronger For Longer Outlooks The Norm With 2Q21 Results, Risks Start To Take Form

Key Points:

  • 2Q result postings this week display Western commodity chemical industry profit near-or-at historic highs. We discuss the likely cadence of price/margin movements in 2H21 and several sector corporate initiatives in this report.    
  • We highlight pertinent chemical sector corporate updates (e.g., AdvanSix, Avient, Huntsman, LyondellBasell, Ingevity, Orbia, Umicore, & other items).  
  • We find numerous ESG announcements worth note, ranging from several updates in the carbon capture arena to sustainable-product growth trends.
  • 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

Contact us to subscribe to our services and gain access to full content.