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

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