Daily Chemical Reactions

(Your Love Keeps Lifting Me) Higher & Higher – USGC Ethylene Snapshot, Broader Sector Review
August 4, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Ethylene, Benzene, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Nova Chemicals, Dow, LyondellBasell, ExxonMobil, CP Chemical, Sinopec, Asahi Glass, Balaji Amines, FMC, Hanwha Solutions, Hexion, Adani Group, Lanxess, Lenzing, Mitsubishi Chemical, Petron, ProAmpac, Quaker Chemical, Showa Denko, SK Innovation, Sibur, Toray, Tosoh, Venator, Westlake, Marathon Petroleum, Helmerich & Payne, ConocoPhillips, Petkim, Versalis, Aramco, Williams, Clorox

Daily Chemical Reaction

(Your Love Keeps Lifting Me) Higher & Higher – USGC Ethylene Snapshot, Broader Sector Review

Key Points:

  • Strong domestic ethylene derivative demand coupled with supply chain constraints and production issues have worked to spur USGC prices (& margins) to multi-year highs. We discuss the scramble for available ethylene.    
  • We are meeting Sinopec for lunch today in Houston, TX, and we welcome incoming client questions for the company. 
  • We highlight pertinent chemical sector corporate updates (e.g., Hanwha Solutions, SK Innovation, Lanxess, Hexion, Toray, Tosoh, & other items).
  • We find varied ESG items worth consideration, ranging from several corporate ESG initiative updates to recent movements in EU carbon values.
  • We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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