Daily Chemical Reactions

Just Dance – US Commodity Chemical Production Broadly Incentivized To Run, 4Q Profit Risk Rises
September 9, 2021
Commodities Mentioned:
MDI-Polyurethanes, Chlor-Vinyls, Propylene, Ethylene, Plastics (PVC, PP, PE, PS, PET, etc.), Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs
Companies Mentioned:
Enterprise Products, Dow, LyondellBasell, BASF, Casale, Repsol, Stolt-Nielsen, Enbridge, RPM, Nouryon, Bunge, Chevron, Shell, Gevo, Merck KgaA, Celanese, Occidental, Sibur, SABIC, Albemarle, Livent, SQM, ExxonMobil, LG Chem, Johnson Matthey, Ballard Power, Herman Miller, United Airlines, Ford

Daily Chemical Reaction

Just Dance – US Commodity Chemical Production Broadly Incentivized To Run, 4Q Profit Risk Rises

Key Points:

  • US commodity chemical per-unit margins incentivize a quick production return following Hurricane Ida. This report discusses mixed signals coming from several key markets that may signal intermediate price declines in 4Q21.    
  • We highlight pertinent chemical sector corporate updates (e.g., Celanese, Repsol, Shell, Chevron, Gevo, Dow, BASF, Nouryon & other news).  
  • We compare US total rail traffic to US chemical rail traffic, flag several relevant NGL market statistics, and discuss commodity chemical trends.
  • We flag several ESG items worth noting, ranging from multiple Chevron partnerships to highlighting our latest ESG weekly research that discusses the challenges facing new routes to conventional polymers.
  • We note numerous other relevant 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.