Daily Chemical Reactions

Fishin’ In The Dark – US MDI Markets Face Notable Risk, SE LA Power & Restart Issues Post Ida In Focus
September 1, 2021
Commodities Mentioned:
MDI-polyurethanes, Polyols, Propylene, Ethylene, Plastics (PVC, PP, PE, PS, PET, etc.), Chlorine, Caustic Soda, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
BASF, Covestro, Dow, Huntsman, Eastman Chemical, PetroChina, Sinopec, Chevron, Shell, Enbridge, TotalEnergies, DAK Americas, Symrise, Westlake Chemical, Eneos, PTTGC, Sumitomo Chemical, KBR, Kolon Industries, Lukoil, ExxonMobil, SABIC, Yara, Haldor Topsoe, Michelin, Domino’s Pizza, Freeport LNG, Walmart, Best Buy, LyondellBasell, CP Chemical

Daily Chemical Reaction

Fishin’ In The Dark – US MDI Markets Face Notable Risk, SE LA Power & Restart Issues Post Ida In Focus

Key Points:

  • US MDI-polyurethane markets were tight before Hurricane Ida. Given the sizable portion of total US capacity in Geismar, LA, we view the MDI market as one that may stay stronger for longer due to production and logistic issues.
  • We highlight pertinent chemical sector corporate updates (e.g., Westlake, BASF, Huntsman, PetroChina, Sinopec, Symrise, Eneos, & other items).
  • We find varied ESG items worth consideration, ranging EU carbon values hitting a record high this week to several corporate ESG initiative 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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