Daily Chemical Reactions

Nowhere To Run – Rising Energy Costs & Logistical Issues To Hit Consumers, Add Spice To ESG Debates
September 28, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Ethylene, Propylene, Benzene, Ammonia, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Huntsman, Covestro, DL Chemical, Kraton, BASF, Sanyo Chemical, Arkema, Air Products, Hexpol, Hextar Global, Petronas, Showa Denko, SIBUR, TAIF, SK Innovation, Dow, Reliance Industries, Baker Hughes, Phillips 66, PetroChina, Petrobras, Henkel, Pregis, Evian, Cummins, Doosan Fuel Cell, Talon International, Ford, PKN Orlen, Maersk

Daily Chemical Reaction

Nowhere To Run – Rising Energy Costs & Logistical Issues To Hit Consumers, Add Spice To ESG Debates

Key Points:

  • Energy costs are rising globally, and logistical issues keep chemical and end-product markets more regionally geared than usual into 4Q. We discuss commodity and end-consumer trends, and ESG sector items, in this report.
  • We highlight pertinent chemical sector corporate updates (e.g., Huntsman, Covestro, Kraton, Petronas, BASF, Air Products, Arkema & other items).
  • We find varied ESG items worth considering, ranging from the Covestro sustainability update to several other 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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