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

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