Daily Chemical Reactions

Function At The Junction – US Chlor-Vinyl Industry Profit Factors Discussed, Sector Indicators Evaluated
November 3, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Propylene, Ethylene, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Westlake, Olin, Formosa Plastics, Shintech, OxyChem, Cenovus Energy, Chesapeake, Devon Energy, Williams, Suncor, Marathon Petroleum, BP, Atul, Chemtrade, Vertellus, Eastman Chemical, Eneos, ExxonMobil, Hyosung Chemical, Kao, Lenzing, LG Chem, Phillips 66, Sinopec, Toray, Trinseo, Univar, Vopak, Bosch, Honeywell, NOVA Chemicals, Mitsubishi, Tempur Sealy

Daily Chemical Reaction

Function At The Junction – US Chlor-Vinyl Industry Profit Factors Discussed, Sector Indicators Evaluated

Key Points:

  • The global chemical industry should see supply improvement YoY in 2022. Several factors support stronger-for-longer Chlor-vinyl industry tightness.
  • We flag pertinent chemical sector corporate updates (e.g., Westlake, BP, Toray, ONEOK, Sinopec, Vertellus, Phillips 66, Lenzing, Atul & others).
  • We find relevant ESG items worth notice, ranging from updates across several chemical sub-sectors to our latest ESG weekly available in LINK.
  • We note numerous other significant chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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