September In The Rain – PVC Market Set To Tighten, US Price Premiums Unlikely To Notably Fall Until 4Q

Daily Chemical Reaction

September In The Rain – PVC Market Set To Tighten, US Price Premiums Unlikely To Notably Fall Until 4Q

Key Points:

• US PVC market tightness should persist near term following a few notable Ida-linked production issues in Louisiana. We foresee US premium values not facing downward pressure until 4Q amid seasonal pressure and more supply.    
• We highlight pertinent chemical sector corporate updates (e.g., Covestro, Westlake, Sadara, DSM, Kemira, Tianyi Lithium, Dow & 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