Daily Chemical Reactions

Nonstop – Consumer Demand Views Remain Broadly Bullish, Commodity Chemical Concerns Well Known
October 29, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Ethylene, Propylene, Benzene, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
LyondellBasell, Dow, CP Chemical, AdvanSix, OMV, Eastman Chemical, ExxonMobil, Chevron, Versalis, Linde, Glencore, BASF, Balaji Amines, Chemed, Chemours, Clariant, Ecolab, Elkem, EMS, Evonik, Elementis, Cosmos Films, PetroChina, Sabic, Shell, Sibur, Toyota, Trex, Indorama Ventures, Graphic Packaging, Nippon Shokubai, Sonoco, Newell Brands

Daily Chemical Reaction

Nonstop – Consumer Demand Views Remain Broadly Bullish, Commodity Chemical Concerns Well Known

Key Points:

  • We discuss a few constant corporate messages coming from 3Q21 chemical sector releases and flag several commodity developments. The potential for equities to perform with less appreciated long-term views must be considered. 
  • We flag pertinent chemical sector corporate updates (e.g., Eastman, OMV, AdvanSix, LyondellBasell, ExxonMobil, Chevron, Versalis, Linde & others).
  • We find relevant ESG items worth mentioning, ranging from two chemical company zero-emission paths 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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