Daily Chemical Reactions

I Get A Kick Out Of You – USGC Storm Risk Rises, A Major Factor In Favor Of US Premium Price Support
August 26, 2021
Commodities Mentioned:
Propylene, Ethylene, Plastics (PVC, PP, PE, PS, PET, etc.), Methyl Acrylate, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
LyondellBasell, Dow, ExxonMobil, CP Chemical, Nova Chemicals, Formosa Plastics, Westlake, Petrobras, Bacanora, Lubrizol, DSM, Ganfeng, Orocobre, Galaxy, PetroChina, Phillips 66, Posco Chemical, PTTGC, Tessenderlo, Sinopec, Lukoil, Hyosung, SP Chemicals, Emmi, Borealis, Greiner Plastics, ConocoPhillips, Eneos, Talos Energy, Pemex

Daily Chemical Reaction

I Get A Kick Out Of You – USGC Storm Risk Rises, A Major Factor In Favor Of US Premium Price Support

Key Points:

  • A major USGC storm impacting petrochemical production is a risk factor facing US (and global) markets. We discuss a USGC storm development and the likely need for US production problems to support domestic premiums.    
  • We highlight pertinent chemical sector corporate updates (e.g., Ganfeng, Nayara Energy, PetroChina, PTTGC, Lubrizol, Phillips 66 & other news).  
  • We highlight US refinery utilization, US chemical rail traffic, global freight rate, and other indicators suggesting far from normal supply chain health.
  • We flag several ESG items worth note, ranging from a view of food-grade recycling capacity by global region to several carbon initiative updates. We also highlight our ESG weekly research discussing new ventures in this area.
  • We note numerous other relevant chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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