Daily Chemical Reactions

Quicksand – Western Commodity Chemical Profit Trends Lower, More Indications Of Pressure Arise
October 7, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Ethylene, Propylene, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
LyondellBasell, Braskem, Pinnacle Polymers, Dow, Linde, ExxonMobil, Shell, Sika, Omnium, BASF, BP, Clariant, Hyundai, Indorama Ventures, Mitsui & Co., General Electric, GM, Westlake, Sasol, Sunfire, SK Group, Plug Power, Pryme, Covestro, Interseroh, MEGlobal, Fortescue, PureCycle, Firmenich, Marathon Petroleum

Daily Chemical Reaction

Quicksand – Western Commodity Chemical Profit Trends Lower, More Indications Of Pressure Arise

Key Points:

  • We find Western petrochemical market production indicators providing evidence of increased production in this region. We discuss why commodity chemical profits are declining in this market despite Asia production cuts.     
  • We highlight pertinent chemical sector corporate updates (e.g., Shell, Sika, Linde, BASF, BP, Clariant, Dow, ExxonMobil, Purecycle & 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 ESG research discussing China emission targets.
  • We note numerous other relevant chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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