Daily Chemical Reactions

Take It From Me – Asia Supply Chain Issues Mount, Western Commodity Markets Display Support
August 13, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Lumber, Propylene, Ethylene, Benzene, Acrylonitrile, Phenol, Acetone, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Westlake, OxyChem, Shintech, Formosa Plastics, Huntsman, Olin, Inter Pipeline, Sadara, Dow, LyondellBasell, CP Chemical, Indorama, Ultrapar, PTTGC, Petro Rabigh, Enagas, Mitsui Chemicals, Howard Energy, Sinopec, MEGlobal, MOL, Origin Energy, OZ Minerals, ESB, Wood, Airbnb, Embraer, Ford, Hapag-Lloyd

Daily Chemical Reaction

Take It From Me – Asia Supply Chain Issues Mount, Western Commodity Markets Display Support

Key Points:

  • Supply chain issues continue to hold our attention as the driver of Western premium prices amid still strong global demand indicators. We discuss recent trends in lumber and commodity chemical prices at the mid-point of 3Q21.    
  • We highlight pertinent chemical sector corporate updates (e.g., Indorama, Inter Pipeline, Mitsui Chemicals, Sinopec, Petro Rabigh, & other items).  
  • We find numerous ESG items worth mentioning, ranging from recycled plastic price strength to a lack of wind hindering Wind firm 2Q results.
  • We highlight our latest ESG weekly research; 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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