Daily Chemical Reactions

Breaking Up Is Hard To Do – Activist Pressure Faces Shell, Commodity Markets Mixed By Region Midweek
October 28, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Methanol, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Methanex, Southern Chemical, Celanese, Mitsui & Co. Ltd., LyondellBasell, bp, Reliance, TotalEnergies, Shell, SABIC, Avient, Element Solutions, Elkem, Ingevity, Kraton, S-Oil, Aramco, Sekisui, Siam Cement, Shin-Etsu, Solvay, OCI, Sumitomo, Tata Chemicals, Tokuyama, Wacker Chemie, Berry Global, Bunge, Denbury, ExxonMobil, Vestas, Volkswagen, Neste, Samsung, Dow

Daily Chemical Reaction

Breaking Up Is Hard To Do – Activist Pressure Faces Shell, Commodity Markets Mixed By Region Midweek

Key Points:

  • We discuss activist pressure to a breakup of Shell, and why this may prove more beneficial for its stock price near term than unlocking asset value. 
  • We flag pertinent chemical sector corporate updates (e.g., Methanex, Shell, Avient, Kraton, SABIC, TotalEnergies, Sekisui, Solvay, Sumitomo & others).
  • We find relevant ESG items worth mentioning, ranging from sustainable product growth views from Avient to our latest ESG report findings 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.