Daily Chemical Reactions

Put It All On Me – Global Logistic Issues Remain Elevated, Western Market Premiums Targeted
August 17, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Ethylene, Propylene, Benzene, Acrylonitrile, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
LyondellBasell, Dow, Westlake, BHP, Phillips 66, Azelis, BASF, DCL, Sun Chemical, Galaxy Surfactants, Indorama, Oxiteno, Kaneka, Kolon Industries, Navigator Holdings, Pidilite Industries, Reliance, Rompetrol, Sasol, Saudi Chemical, Toyo Engineering, Unigel, Chesapeake, Olin, Eneos, Formosa, Petronas, GS Caltrex, Mitsubishi Chemical, MEGlobal, Haldia Petrochemical, PTT Asahi Chemical, Shandong Jinling Chemical, Ineos, Home Depot, Walmart, Ford

Daily Chemical Reaction

Put It All On Me – Global Logistic Issues Remain Elevated, Western Market Premiums Targeted

Key Points:

  • Global chemical markets remain notably out of balance, with lengthening supplies in Asia occurring alongside still tight conditions in the US. We discuss a number of commodity indicators supporting our 2H21 business trend views.  
  • We discuss a number of downstream findings, ranging from the Ford move to push customers online to business updates from Walmart and Home Depot.
  • We highlight pertinent chemical sector corporate updates (e.g., Navigator Gas, Kaneka, Galaxy Surfactants, BHP, Reliance, Indorama, & 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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