Daily Chemical Reactions

September In The Rain – PVC Market Set To Tighten, US Price Premiums Unlikely To Notably Fall Until 4Q
September 3, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Chlorine, Caustic Soda, Ethylene, Benzene, Acetone, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Westlake, OxyChem, Formosa Plastics, Shintech, Olin, Dow, Chevron, ExxonMobil, Tianyi Lithium, Covestro, DSM, Kemira, Sadara, Sabic, Reliance, Sinopec, Shell, Pemex, NuStar, BP, Hewlett Packard, LyondellBasell, Monolith Materials, Indorama Ventures, LG Chem, Hyundai, Suzuki, Peloton, Walmart, Marathon Petroleum

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

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