Daily Chemical Reactions

Somebody’s Problem – Cost Inflation Remains A Mixed 4Q21 Issue Across Many Chemical Chains
October 15, 2021
Commodities Mentioned:
Butadiene, Ethylene, Propylene, Plastics (PVC, PP, PE, PS, PET, etc.), Caprolactone, Tromethamine, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
LyondellBasell, TPC Group, Dow, CP Chemical, ExxonMobil, PPG, Sherwin-Williams, Chandra Asri, Enterprise Products, Alcoa, Angus Chemical, BASF, ICL, Ingevity, Plug Power, Phillips 66, Origin Materials, Nikola, Octopus Energy, Navigator CO2, Ascend, John Deere, TechnipFMC, Oqema, Plaskolite, Trinseo, Goldman Sachs, Repsol, EDP, J.B. Hunt

Daily Chemical Reaction

Somebody’s Problem – Cost Inflation Remains A Mixed 4Q21 Issue Across Many Chemical Chains

Key Points:

  • Production cost inflation is impacting portions of the chemical sector in varied ways in 2H21. We discuss price movements in feedstocks and a few monomers, along with logistic issues, worth notice ahead of 3Q21 reports.  
  • We highlight pertinent chemical sector corporate updates (e.g., Ascend, ICL, Plug Power, Chandra Asri, Ingevity, Navigator, Repsol & others).
  • We flag our latest ESG weekly research and other ESG items worth note, including our discussion of US hydrogen developments yesterday in LINK.
  • We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

Contact us to subscribe to our services and gain access to full content.