Daily Chemical Reactions

Matches & Metaphors – Input Shortages Evident In US Building Materials & Autos, Demand Stays Hot
September 8, 2021
Commodities Mentioned:
MDI-polyurethanes, Propylene, Ethylene, Benzene, Plastics (PVC, PP, PE, PS, PET, etc.), Methanol, VAM, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
BASF, Covestro, Dow, Huntsman, Shintech, Westlake, Formosa Plastics, OxyChem, LyondellBasell, Johnson Matthey, Arkema, Ashland, Axalta, Element Solutions, Gevo, Incitec Pivot, Lenzing, PolyPlastics, Pulte, Sherwin-Williams, PPG, Symrise, Enbridge, Talos, Sinopec, Braskem, Enterprise Products, Trinseo, DAK Americas

Daily Chemical Reaction

Matches & Metaphors – Input Shortages Evident In US Building Materials & Autos, Demand Stays Hot

Key Points:

  • Our research today discusses multiple 3Q21 corporate financial guidance cuts amid issues with sourcing inputs and broad-based inflation. Supply chain imbalances will likely remain pronounced in many chains through year-end.
  • We highlight pertinent chemical sector corporate updates (e.g., Huntsman, Shintech, PPG, Sherwin-Williams, LyondellBasell, Azelis, & other items).
  • We find varied ESG items worth consideration, ranging from EU carbon values hitting a record high this week to several corporate initiative updates.
  • We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

Contact us to subscribe to our services and gain access to full content.

Request A Free Trial