Daily Chemical Reactions

Savoy Truffle – Chemical Business Updates Stay Positive, Sector Equity Performance Back Fires
August 6, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Propylene, Ethylene, Benzene, Phenol, Acetone, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
DuPont, PPG, Sherwin-Williams, Westlake, Huntsman, Dow, LyondellBasell, Arakawa Chemicals, Asahi Kasei, BASF, Sinopec, Covestro, Ecovyst, Highfield Resources, Hodogava Chemical, IFF, Indorama, KBR, Koppers, Kureha, LBB Specialties, Maire Tecnimont, Symrise, Synthomer, Tokyo Ohka, Toyobo, UPL, Ganfeng, Shintech, McDermott

Daily Chemical Reaction

Savoy Truffle  – Chemical Business Updates Stay Positive, Sector Equity Performance Back Fires

Key Points:

  • Chemical sector 2Q21 results broadly reflect record profit, and business outlooks remain positive. This report discusses mounting concerns with peak sector profitability and how it has worked against sector equity performance.    
  • We highlight pertinent chemical sector corporate updates (e.g., Covestro, Shin-Etsu, Indorama, IFF, Koppers, Asahi Kasei, Synthomer & other items).  
  • We find numerous ESG items worth mention, ranging from strength in EU carbon values to close the week to several net-zero initiative announcements.
  • 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 pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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