Daily Chemical Reactions

I Just Can’t Get Enough – Global Material Shortages Become More Pronounced, Mixed Sub-Sector Impacts
September 30, 2021
Commodities Mentioned:
MDI, Plastics (PVC, PP, PE, PS, PET, etc.), Benzene, Silicon, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Huntsman, Covestro, Dow, BASF, Westlake Chemical, Ineos, Chem One, Albemarle, BPCL, GSFC, AOC Resins, IMCD, Jinneng Chemical, LyondellBasell, Kemira, Kureha, Mitsubishi Chemical, Sherwin-Williams, Sabic, Apollo Global Mgmt, Sumitomo, Archroma, Aramco, Solvay, OQ, Mitsui Chemicals, McDermott, Navigator Gas, ExxonMobil

Daily Chemical Reaction

I Just Can’t Get Enough – Global Material Shortages Become More Pronounced, Mixed Sub-Sector Impacts

Key Points:

  • We highlight a few industry findings highlighting raw material shortages in a few key global markets. This report discusses several key industry trends that has created a mosaic of support factors for chemical price inflation.    
  • We highlight pertinent chemical sector corporate updates (e.g., Albemarle, IMCD, Jinneng Chemical, LyondellBasell, Mitsubishi Chem. & 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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