Daily Chemical Reactions

Take My Breath – Global Production Rising, Logistic & Inventory Issues Keep Regions Imbalanced
August 27, 2021
Commodities Mentioned:
Methanol, Plastics (PVC, PP, PE, PS, PET, etc.), Propylene, Ethylene, Lithium, MEG, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Methanex, Southern Chemical, Natgasoline, Celanese, Mitsui Chemicals, Dow, ExxonMobil, Baystar, SABIC, BASF, Bachem, Berlin Packaging, Casale, Equate, Nabaltec, Hyundai, Kia, Sinopec, Toray, Kraton, TotalEnergies, Shell, Lanxess, Albemarle, Livent, SQM, Sumitomo, DWS, Big Lots, Dollar Tree, Dell

Daily Chemical Reaction

Take My Breath – Global Production Rising, Logistic & Inventory Issues Keep Regions Imbalanced

Key Points:

  • Global commodity chemical production indicators reflect improvement, but logistic issues between regions and downstream supply risks into year-end support Western price premiums. Supply problems will likely lessen in 4Q21.    
  • We highlight pertinent chemical sector corporate updates (e.g., Equate, Kraton, Bachem, Dow, ExxonMobil, SABIC, BASF, Lanxess & other items).
  • We highlight our latest ESG weekly research and numerous other ESG items worth note, ranging from offshore CCS projects to technology updates.
  • We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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