Daily Chemical Reactions

Blue Is The Color, Hydrogen Is The Game…
October 14, 2021
Commodities Mentioned:
Hydrogen, Carbon Dioxide, Plastics (PVC, PP, PE, PS, PET, etc.), MEG, Ethylene, Propylene, Lithium, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Air Products, Plug Power, ExxonMobil, Trinseo, Celanese, BASF, Sinopec, Evonik, Petronas Chemicals, Hanwha, Haldor Topsoe, Dow, Monolith, SK, TC Energy, Technip, GM, LG Electronics, Apple, TSMC, Tata Steel, BMW, Ikea, BHP, Posco, Cove Point LNG, Arkema, Blackrock, Essar Oil, Octopus Energy

Daily Chemical Reaction

Blue Is The Color, Hydrogen Is The Game…

Key Points:

  • Hydrogen market developments are a cornerstone to many global climate goals. We discuss a sizable Air Products blue hydrogen facility development in East Louisiana and the forming of market trends worth consideration.     
  • We flag pertinent chemical sector corporate updates (e.g., Air Products, Trinseo, Celanese, BASF, ExxonMobil, Hanwha, Haldor Topsoe & others).  
  • We compare US total rail traffic to US chemical rail traffic, note several relevant consumer demand statistics, and discuss commodity chemical trends.
  • We highlight several ESG items worth mention, ranging from a few sector initiative updates to our ESG research discussing paths to net zero emissions.
  • We note numerous other relevant chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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