Daily Chemical Reactions

Jumpin’ Jack Flash – It’s A Gas Gas Gas, But Our Indicators Suggest More Than A Flash Flash Flash
October 1, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Ethylene, Propylene, Benzene, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Braskem, Petronas Chemicals, Evonik, Altivia, Ineos, McDermott, Mitsubishi Chemical, Lanxess, Olin, SIBUR, Vertellus, Chemtrade, Polynt, PetroChina, Kemira, ExxonMobil, Teknor Apex, Arca Recycling, ArcelorMittal, Carlyle Group, Calpers, Carbios, GM, Phillips 66, Bed Bath & Beyond, Nestle, Repsol, Versalis, Air Liquide, TotalEnergies, Enbridge, Primobius

Daily Chemical Reaction

Jumpin’ Jack Flash – It’s A Gas Gas Gas, But Our Indicators Suggest More Than A Flash Flash Flash

Key Points:

  • The recent surge in global natural gas and NGL prices relative to crude and Ex-US naphtha favors a flatter cost curve for petrochemical production. We note chemical price, margin and other trend factors to consider for 4Q21.    
  • We highlight pertinent chemical sector corporate updates (e.g., Braskem, Olin, Chemtrade, Vertellus, Ineos, Repsol, Air Liquide & 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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