Daily Chemical Reactions

Mess Around – Production Issues, Higher Input Costs, & Logistical Constraints Support US Prices, For Now
September 14, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Ethylene, Propylene, Benzene, VAM, Phenol, Acetone, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Kem One, Tronox, Aramco, Avient, Koppers, Albemarle, SQM, Livent, Millennial Lithium, DSM, Formosa Plastics, Westlake, Shintech, OxyChem, OQ Chemicals, Mitsubishi Chemical, Chevron, Gevo, Showa Denko, Citgo, Phillips 66, Sinopec, Hanwha Solutions, Celanese, Mitsui, ExxonMobil, Shell, Linde, Air Liquide

Daily Chemical Reaction

Mess Around – Production Issues, Higher Input Costs, & Logistical Constraints Support US Prices, For Now

Key Points:

  • We discuss several support factors moving in favor of commodity chemical price support and generally frame the recent US contract push in PVC. On average, supply chains remain far from normal and in favor of US producers.
  • We highlight pertinent chemical sector corporate updates (e.g., DSM, Kem One, Tronox, Aramco, Avient, Koppers, Albemarle, Formosa & other items).
  • We find varied ESG items worth considering, ranging from Chevron views of future Capex in this area to several global strategic announcements.
  • We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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