Daily Chemical Reactions

You’ve Really Got A Hold On Me – Input Costs Under Review, Amid Mixed 2H21 Demand & Margin Views
August 5, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Benzene, Butadiene, Propylene, Methanol, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Albemarle, Livent, Braskem, LyondellBasell, Dow, ExxonMobil, Chandra Asri, Daicel, Daikin Chemical, Evonik, GCP, Kao, Merck KGaA, Mitsubishi Chemical, Mitsui Chemicals, Nippon Kayaku, Nippon Shokubai, OxyChem, Westlake, Formosa Plastics, Olin, Shintech, SABIC, Sibur, Tata Chemicals, Trinseo, Wacker Chemie, Wood, Phillips 66

Daily Chemical Reaction

You’ve Really Got A Hold On Me – Input Costs Under Review, Amid Mixed 2H21 Demand & Margin Views

Key Points:

  • Chemical sector business updates remain optimistic on demand but take a differing view of 2H21 raw material trends following a period of broad-based inflation. We flag several factors worth consideration for sector followers.    
  • We highlight pertinent chemical sector corporate updates (e.g., Albemarle, Braskem, Evonik, Wacker Chemie, Trinseo, Mitsui Chemicals & other news).  
  • We highlight recent US refinery utilization, US chemical rail traffic, and global freight rate indicators that point to still out-of-whack conditions.
  • We flag several ESG items worth mention, ranging from updates on UK carbon capture projects to a hydrogen-fired power plant development in TX.   
  • Along with highlighting our latest ESG weekly, we flag 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

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