Daily Chemical Reactions

No Sleep Till Brooklyn – C-MACC Meetings In NYC Ongoing; Methanol Outages Hit, Sector Trends Noted
August 10, 2021
Commodities Mentioned:
Methanol, VAM, Plastics (PVC, PP, PE, PS, PET, etc.), Ethylene, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Air Products, Ascend, BASF, Sinopec, Brenntag, Pembina, Chemanol, Cosmo Energy, DIC, Ferro, Hanswha Solutions, Hyosung Chemical, Idemitsu Kosan, Johnson Matthey, Kansai Paint, KBR, Kumho Petrochemical, Lanxess, Livent, Lotte Chemical, Maire Tecnimont, MBCC Group, Nippon Soda, OCI, Oriental C&C, Orion Eng. Carbons, PTTGC, Sappi, Sasol, Aramco, Sika, Natgasoline, Tasneee, Phillips 66, McDermott, Trinseo, OQ Chemicals, Motiva Chemicals, Dairen Chemical

Daily Chemical Reaction

No Sleep Till Brooklyn – C-MACC Meetings In NYC Ongoing; Methanol Outages Hit, Sector Trends Noted

Key Points:

  • C-MACC discussions with corporates and sector investors in NYC and Connecticut will continue through the end of this week. Contact us for details.
  • Higher feedstock costs and production issues in Western markets ring in support of some commodity values, such as methanol. We provide updates.
  • We highlight pertinent chemical sector corporate updates (e.g., Brenntag, OCI, Air Products, PTTGC, Sasol, Orion Eng. Carbons, & other items).
  • We find varied ESG items worth considering, ranging from numerous corporate ESG initiative updates to general climate trend discussions.
  • We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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