Daily Chemical Reactions

Puff The Magic Dragon – China Production Cuts Spur The Value Of Numerous Commodities; PVC In Focus
October 12, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Chlorine, Caustic Soda, Ethylene, Methanol, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Westlake, OxyChem, Shintech, Formosa, Olin, Ineos, KEM ONE, Gevo, Arkema, Baerlocher, BASF, Sanyo, Chemanol, Givaudan, Advanced Petrochemical, LG Chem, Lonza, Lukoil, LyondellBasell, Nippon Paint, Repsol, Unipetrol, Chevron, Shell, TotalEnergies, Epsilyte, Covestro, Celanese, Ford

China Polyvinyl Chloride (PVC) spot values spiked higher recently due to production cuts linked to China energy policy. We discuss several Chlor-vinyl market trends worth notice along with other chemical sector developments.   
We flag pertinent chemical sector corporate updates (e.g., Repsol, LG Chem, BASF, Chevron, ExxonMobil, Givaudan, Arkema, Gevo, and others).
We find varied ESG items worth mentioning, ranging from the IEA's methane emission comments to multiple significant global strategic updates.
We note numerous other pertinent chemical sector items in this report . . .

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