Daily Chemical Reactions

Keep Their Heads Ringin’ – Natural Gas Strength To Pressure Western Chemical Commodity Margins
September 16, 2021
Commodities Mentioned:
Methanol, Chlor-Alkali, Propylene, Ethylene, Plastics (PVC, PP, PE, PS, PET, etc.), Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
LyondellBasell, CP Chemical, Borealis, Shell, PPG, Sherwin-Williams, AkzoNobel, Axalta, U-POL Holdings, Air Liquide, Total, BASF, CATL, MEGlobal, Henkel, DSM, Tokuyama, Panasonic, OQ Chemicals, PepsiCo, Amazon, P&G, Nikola, Phillips 66, Petro Rabigh, Honeywell, Preem, Yum China, Weber

Daily Chemical Reaction

Keep Their Heads Ringin’ – Natural Gas Strength To Pressure Western Chemical Commodity Margins

Key Points:

  • European natural gas prices have surged in 2021, far outpacing the upward move in US prices. We discuss rising energy costs, a flatter global petrochemical cost curve, and risks surrounding Western premium prices.   
  • We highlight pertinent chemical sector corporate updates (e.g., Axalta, OQ Chemicals, Air Liquide, Total, Shell, Total, MEGlobal, BASF & other news).  
  • We compare US total rail traffic to US chemical rail traffic, flag several relevant consumer demand statistics, and discuss commodity chemical trends.
  • We flag several ESG items worth mention, ranging from multiple sector initiative updates to our latest ESG research discussing carbon markets.
  • We note numerous other relevant chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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