Daily Chemical Reactions

Paid To Play – Flexibility To Crack Naphtha Adds To US Benefits For Some; Asia Methanol Targets Europe
August 24, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Ethylene, Propylene, Methanol, VAM, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
LyondellBasell, Dow, ExxonMobil, BASF, Albemarle, Livent, SQM, Methanex, Mitsui Chemicals, Celanese, Natgasoline, Southern Chemical, Lanxess, IFF, Evonik, BHP, Adnoc, Alpla, Inter Pipeline, Clariant, LG Chem, GM, Lukoil, NPP Polyplastic, Orbia, Showa Denko, Siegfried, Sinopec, SK Capital, Deltech Holdings, Sumitomo Chemical, Univar, Solvay, Pemex, Petrobras, PetroChina, PTTGC, Avery Dennison

Daily Chemical Reaction

Paid to Play – Flexibility To Crack Naphtha Adds To US Benefits For Some; Asia Methanol Targets Europe

Key Points:

  • This report comments on why light naphtha is now the cost-advantaged US integrated cracker feedstock and why USGC ethane holds an advantage over other co-product heavy feeds, most notably propane. USGC ethylene cracker margins across its major feedstocks are higher than in both Europe and Asia.     
  • We highlight several downstream findings, ranging from the increased sales guidance from Best Buy to the Advanced Auto Parts business update.
  • We highlight pertinent chemical sector corporate updates (e.g., Lanxess, Showa Denko, Evonik, Univar, LG Chem, Lukoil, Sinopec, & 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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