Daily Chemical Reactions

The Makings Of You – Global Indicators Supportive Of Chemical Prices, A Different Story For Margins
September 29, 2021
Commodities Mentioned:
Methanol, Plastics (PVC, PP, PE, PS, PET, etc.), Propylene, Ethylene, MDI, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Methanex, Southern Chemical, Natgasoline, Celanese, Mitsui Chemicals, BASF, Covestro, Huntsman, Dow, CATL, Millenium Chemical, Hexion, KPX Chemical, Jiangsu Sailboat, Linde, Mitsubishi Chemical, Braskem Idesa, Pemex, Nama Chemicals, SABIC, Aramco, Petro Rabigh, Sherwin-Williams, PPG, Axalta, Akzo-Nobel, Nouryon, Lotte Chemical, AOC Resins, Trinseo, Stellantis

Daily Chemical Reaction

The Makings Of You – Global Indicators Supportive Of Chemical Prices, A Different Story For Margins

Key Points:

  • Our findings from the global market remain in support of global chemical price strength, but we find US margins contracting. We flag a few corporate updates, commodity trends, and other items supporting our global view.  
  • We flag pertinent chemical sector corporate updates (e.g., Hexion, Pemex, Braskem Idesa, Huntsman, Sherwin-Williams, BASF, SABIC & other items).
  • We find varied ESG items worth mention, ranging from the upward trend in EU carbon values to LyondellBasell announcing a 2050 net-zero target.
  • We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

Contact us to subscribe to our services and gain access to full content.