Daily Chemical Reactions

Uneasy Rider – Higher Global Energy Costs & China Production Cuts In Focus Amid Rising ESG Newsflow
September 24, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Ethylene, Propylene, Benzene, Silicon, Silicone, Siloxane, Vinyl Acetate Monomer (VAM), Acetic Anhydride, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Celanese, Wacker Chemie, Kuraray, Sipchem, Dairen, Dow, LyondellBasell, Arkema, Sinopec, Sherwin-Williams, BASF, Shell, Borealis, Airbus, Petrochina, Cummins, Lenzing, Sabic, Technip, Maersk, Microsoft, Faurecia, Elkem, Shin-Etsu, Momentive, Freeport LNG

Daily Chemical Reaction

Uneasy Rider – Higher Global Energy Costs & China Production Cuts In Focus Amid Rising ESG Newsflow

Key Points:

  • We highlight multiple production cuts across energy-intensive industries in China to meet government energy target requirements. We discuss the news in acetyls and silicon, as it may signal a broader supply hit and higher prices.    
  • We highlight pertinent chemical sector corporate updates (e.g., Celanese, BASF,  Freeport LNG, Borealis, Maersk, Shell, Faurecia & other items).
  • We flag our latest ESG weekly research and numerous other ESG items worth note, ranging from challenges tallying emissions to new tech 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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