Daily Chemical Reactions

Actions Speak Louder Than Words – Chemical Sector 3Q Commentary Positive, Growth Capex Yet To Surge
November 2, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Propylene, Ethylene, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Aramco, Enterprise Products, Sinopec, Shell, DuPont, Ashland, Avantor, Dow, Corteva, Nutrien, Huntsman, BASF, DSM, Gail, Ganfeng Lithium, Lithium Americas, LyondellBasell, Mitsubishi Chemical, Mosaic, Nouryon, Olin, SK Innovation, Taiyo Nippon, Tosoh, Trinseo, Tronox, Ube, Univar, Arakawa Chemical, Toagosei, Asahi Glass, ExxonMobil, Maersk

Daily Chemical Reaction

Actions Speak Louder Than Words – Chemical Sector 3Q Commentary Positive, Growth Capex Yet To Surge

Key Points:

  • Global Chemical Sector 3Q reports generally display positive commentary, but we find few rushing to boost growth Capex due to low long-term visibility.
  • We flag pertinent chemical sector corporate updates (e.g., DuPont, Olin, Ube, Huntsman, Univar, Avantor, Enterprise Products, Ashland & others).
  • We find relevant ESG items worth notice, ranging from updates across several chemical sub-sectors to broadening battery application markets.
  • We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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