Daily Chemical Reactions

Just The Way You Are – Commodity Producers Vie For Investor Support, US Profit Margins Trend Lower
October 6, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Propylene, Ethylene, Chlorine, Caustic Soda, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Dow, BASF, LyondellBasell, Braskem, Repsol, Enterprise Products, Flint Hills, PPG, Sherwin-Williams, Akzo-Nobel, Axalta, Clariant, Evonik, CP Chemical, Songwon, Brenntag, Covestro, Mitsubishi Power, TotalEnergies, Henkel, Amyris, Mitsui Chemicals, Jera, Aramco, Ineos, Skoda Auto, Westlake, KEM ONE, Formosa, OxyChem, Shintech

Daily Chemical Reaction

Just The Way You Are – Commodity Producers Vie For Investor Support, US Profit Margins Trend Lower

Key Points:

  • We find US petrochemical margins facing downward pressure WoW. We discuss domestic per-unit profitability stepping lower and why we think US commodity chemical producer equities face headwinds into 2022.  
  • We flag pertinent chemical sector corporate updates (e.g., Dow, BASF, Repsol, Ineos, Aramco, Henkel, Covestro, Mitsubishi & others).
  • We find varied ESG items worth mentioning, ranging from EU carbon value movements to Dow’s net-zero chemical production developments.
  • We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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