Daily Chemical Reactions

What’d I Say – US Commodity Spot Price Premiums See Downward Pressure, Contract Values At Risk
October 20, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Propylene, Ethylene, Maleic Anhydride, Methacrylic Acid, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
AkzoNobel, PPG, Sherwin-Williams, Axalta, Dow, ExxonMobil, Sabic, LyondellBasell, Chandra Asri, Johnson Matthey, Mitsubishi Chemical, BASF, INEOS, Shell, Air Products, Hyundai Glovus, Neste, Ravago, Rio Tinto, Ford, Qatargas, Novatek, WD-40, Winnebago, Plug Power, Fortescue, Tesla, Procter & Gamble, First Solar, Solar Edge, ASML

Daily Chemical Reaction

What’d I Say – US Commodity Spot Price Premiums See Downward Pressure, Contract Values At Risk

Key Points:

  • US commodity chemical spot prices are seeing downward pressure, putting domestic contract values at risk in many product chains in 4Q21. We discuss this development along with a few other relevant global industry trends.
  • We flag pertinent chemical sector corporate updates (e.g., AkzoNobel, ExxonMobil, Chandra Asri, Johnson Matthey, LyondellBasell & others).
  • We find relevant ESG items worth notice, ranging from EU carbon value weakness to the decarbonization initiatives noted in our ESG report in LINK.
  • We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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