Daily Chemical Reactions

Beyond The Sea – Asia Chemical Prices Rise Toward Western Values, Supply Chains Far From Normal
October 5, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Ethylene, Methanol, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Methanex, Natgasoline, Mitsui Chemicals, Celanese, Southern Chem. (SCC), LyondellBasell, Westlake Chemical, Shintech, Formosa Plastics, OxyChem, Olin, Aramco, Petrobras, Chevron, Epsilyte, ExxonMobil, Linde, Boral Building Prod., Reliance, IMCD, Baker Hughes, Shell, CP Chemical, Phillips 66, Orion Eng. Carbons, Sigma Energy, LG Energy, PepsiCo, McCormick, BASF, Technip, Neste

Daily Chemical Reaction

Beyond The Sea – Asia Chemical Prices Rise Toward Western Values, Supply Chains Far From Normal

Key Points:

  • This report discusses several global factors, such as Asia production issues, rising energy costs, and freight rate hikes, favoring commodity chemical price support in 4Q21. Global chemical supply chains remain far from normal.
  • We highlight pertinent chemical sector corporate updates (e.g., Methanex, Aramco, ExxonMobil, Reliance, IMCD, Orion Eng. Carbons & other items).
  • We find varied ESG items worth considering, ranging from the Hydrogen report from the IEA to several significant 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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