Daily Chemical Reactions

USGC Commodity Production Swings Impactful; Integrated Domestic Chains Stay Best Positioned
August 12, 2021
Commodities Mentioned:
Propylene, Ethylene, Methanol, Polypropylene, Plastics (PVC, PP, PE, PS, PET, etc.), Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Enterprise Products, Dow, LyondellBasell, PPG, Methanex, Celanese, YCI Methanol One, Kuraray, Henkel, Hexion, Formosa, Motiva, KBR, Graphite India, Atotech, Bapco, Ester Industries, Sakai Chemicals, SGL Carbon, Sumitomo Bakelite, Chesapeake, Reliance, Petkim, MEGlobal, BMW, Tesla, Thyssenkrup, Pilot Energy, Mitsubishi Chemical

Daily Chemical Reaction

USGC Commodity Production Swings Impactful; Integrated Domestic Chains Stay Best Positioned

Key Points:

  • Strong derivative demand and logistic issues between regions push our focus to production swings in a few notable commodity chemicals. We flag production issues in US propylene but some relief in ethylene and methanol.    
  • We highlight pertinent chemical sector corporate updates (e.g., Kuraray, Henkel, Atotech, KBR, Sumitomo Bakelite, Motiva & other news).  
  • We highlight recent US refinery utilization, US chemical rail traffic, and global freight rate indicators pointing to still out-of-whack global conditions.
  • We flag several ESG items worth mention, ranging from a recycled HDPE capacity expansion to numerous carbon reduction initiative updates.   
  • 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

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