Daily Chemical Reactions

Elevators – Asia Commodity Chemical Values Stay Depressed, Overseas Outlet Enticements High
September 23, 2021
Commodities Mentioned:
Butadiene, Propylene, Ethylene, Benzene, Plastics (PVC, PP, PE, PS, PET, etc.), Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
H.B. Fuller, KB Homes, Flux Power, LyondellBasell, CP Chemical, Dow, ExxonMobil, PPG, Sherwin-Williams, Axalta, Honeywell, Gevo, JSR, ConocoPhillips, Sinopec, Shanghai Secco, SIBUR, Roehm, Jurong Chemical, Kuwait Aromatics, Centrica, Nestle, Lummus, Burger King, ENGIE, Petrobras, Salesforce, Technip Energies, INEOS

Daily Chemical Reaction

Elevators – Asia Commodity Chemical Values Stay Depressed, Overseas Outlet Enticements High

Key Points:

  • We find the global commodity chemical market setting in favor of elevated Western prices relative to Asia. We highlight the recent uptick in natural gas, logistical issues, and firm demand support this global price setting for now.    
  • We highlight pertinent chemical sector corporate updates (e.g., BASF, H.B. Fuller,  Gevo, JSR, Lummus, Flux Energy, Honeywell & 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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