Daily Chemical Reactions

Behind the Mask – Global Petrochemical Cost Curve Trends In Focus Amid Supply Chain Limitations
August 20, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Propylene, Ethylene, Benzene, Lithium, BPA, ABS, MEG, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Covestro, Dow, BASF, Huntsman, SQM, OxyChem, Braskem, Bodal Chemicals, Evonik, PTTGC, Satorp, Sika, Sherwin-Williams, Wacker, Ineos Styrolution, Formosa, CNOOC, SABIC, Wood, Coca-Cola, Con Edison, Indorama, Maersk, Plug Power, Hyundai, Borrego, Tesla, SSE, Sinopec

Daily Chemical Reaction

Behind the Mask – Global Petrochemical Cost Curve Trends In Focus Amid Supply Chain Limitations

Key Points:

  • Global petrochemical feedstock trends highlight a flatter cost curve. We discuss weakness in Asia co-product credits amid global supply-chain issues and how the actual production cost curve is steeper than it first appears.    
  • We highlight pertinent chemical sector corporate updates (e.g., Covestro, Braskem, SQM, Sherwin-Williams, Evonik, Wacker, PTTGC, & other items).  
  • We find numerous ESG items worth mentioning, ranging from large-scale battery storage developments to multiple clean energy technology updates.
  • 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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