Daily Chemical Reactions

Good Times Roll – 2H21 Sector Outlooks Broadly Optimistic, Support Factors Remain Under Review
August 3, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Propylene, Ethylene, Benzene, Chlorine, Caustic Soda, Nylon, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
DuPont, Eastman Chemical, Westlake Chemical, Shintech, OxyChem, Formosa Plastics, LyondellBasell, Dow, Nova Chemicals, Univar, Brenntag, DSM, Huntsman, Evonik, Inter Pipeline, Adami, Indian Oil, Jiangsu Sailboat, Lotte Fine Chemical, PKN Orlen, Zeon Corp, Ube Industrials, Procter & Gamble, CATL, BP, ExxonMobil, Chevron, PetroChina, Valero

Daily Chemical Reaction

Good Times Roll – 2H21 Sector Outlooks Broadly Optimistic, Support Factors Remain Under Review

Key Points:

  • Chemical producer 2H21 profit outlooks generally reflect a continuation of 2Q21 demand trends and lingering global supply chain issues. We highlight a few items supporting management expectations and relevant risk factors.    
  • We highlight pertinent chemical sector corporate updates (e.g., DuPont, Eastman Chemical, Westlake, Ube Industrials, Inter Pipeline & other items).  
  • We find numerous ESG announcements worth note, ranging from several corporate ESG initiative updates to sustainable-product growth trends.
  • We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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