Daily Chemical Reactions

The Passenger – US Ethylene Cracker Co-Product Premiums In Focus, Suggest Cost Curve Fragility
September 22, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Propylene, Ethylene, EVA, Butadiene Styrene Rubber, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
LyondellBasell, ExxonMobil, Dow, CP Chemical, Nova Chemicals, Flint Hills, Enterprise Products, INEOS, Shell, Freeport LNG, Kumho Petrochemical, LG Chem, Reliance, Chang Chun Chemical, CF Industries, Henkel, Trinseo, Croda, Jiaxing Petrochemical, MEGlobal, Sinopec, BASF, AGL Energy, Starlinger, Asahi Kasei, ConocoPhillips, Evergrande, ALPLA, Cosco Shipping

Daily Chemical Reaction

The Passenger – US Ethylene Cracker Co-Product Premiums In Focus, Suggest Cost Curve Fragility

Key Points:

  • US ethylene production costs are benefiting from higher co-product values relative to NW Europe and Asia. We follow our early September thematic on this issue to highlight evidence of rising US propane cracker profit risk.
  • We flag pertinent chemical sector corporate updates (e.g., Henkel, Trinseo, ConocoPhillips, BASF, LG Chem, Kumho Petrochem, Shell & other items).
  • We find varied ESG items worth mention, ranging from an INEOS UK facility conversion to hydrogen production to several global 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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