Daily Chemical Reactions

The River of Dreams – Commodity Inflation Remains A Hot Topic With 3Q21 Reports, Beneficiaries Vary
October 21, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PS, PET, etc.), Ethylene, Propylene, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Alpek, LyondellBasell, Braskem, Dow, Huntsman, BASF, Covestro, Evonik, Lanxess, Stepan, Olin, Westlake, Formosa Plastics, Shintech, PPG, AkzoNobel, Asian Paints, Sherwin-Williams, Valero, M. Holland, Neste, Ravago, Sumitomo, Shell, Technip Energies, Ryanair, Symrise, Baker Hughes, PTTGC, Unilever, Yara, Tata Chemicals, Gevo, Aemetis

Daily Chemical Reaction

The River of Dreams – Commodity Inflation Remains A Hot Topic With 3Q21 Reports, Beneficiaries Vary

Key Points:

  • Commodity market inflation remains a hot topic with sector 3Q21 reports. We flag a few significant examples and trends to keep in mind into 2022.     
  • We highlight pertinent chemical sector corporate updates (e.g., Dow, PPG, Stepan, Tata, Asian Paints, Alpek, Olin, Valero, PTTGC & 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 mentioning, ranging from multiple sector project updates to C-MACC research examining decarbonization efforts.
  • We note numerous other relevant chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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