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

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