Daily Chemical Reactions

Pump Up The Jam – Logistic Issues To Likely Persist Well Into 2022, Favorable For Western Premiums
August 11, 2021
Commodities Mentioned:
Propylene, Ethylene, Benzene, Plastics (PVC, PP, PE, PS, PET, etc.), Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Westlake Chemical, Formosa Plastics, Shintech, OxyChem, Birla Carbon, Inter Pipeline, Pembina, Cabot, Chemanol, Core Lithium, Dow, Methanex, Hexion, Johnson Matthey, Lanxess, LyondellBasell, Mineral Resources, Nippon Paint, Nissan Chemical, Osaka Soda, Phillips 66, Reliance, Showa Denko, Sumitomo Seika, Tokai Carbon, Chesapeake, Ensign, Enterprise Products, Ineos Styrolution, TotalEnergies, Sinopec, Bloom Energy

Daily Chemical Reaction

Pump Up The Jam – Logistic Issues To Likely Persist Well Into 2022, Favorable For Western Premiums

Key Points:

  • Logistic congestion concerns between Asia and Western markets remain high, as indicators deem a quick fix unlikely. This report discusses demand, production, and supply-chain factors relevant to this issue.     
  • C-MACC meetings in the NYC area persist today – contact us for details.   
  • We highlight pertinent chemical sector corporate updates (e.g., Hexion, Lanxess, Phillips 66, Tokai Carbon, Chemanol, Cabot & 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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