Daily Chemical Reactions

High Hopes – Demand Expectations Remain Broadly Positive, Supply Chain Ambitions Much More Varied
November 4, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Propylene, Ethylene, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Air Products, Albemarle, Brenntag, Compass Minerals, GCP, Evonik, Koppers, Lanxess, Nova Chemicals, Perstorp, Vynova, Bechtel, Aramco, DT Midstream, Mitsubishi Power, HollyFrontier, Hertz, Neste, Eni, Kellogg, Shell, XPO Logistics, CNH Industrial, Cummins, ExxonMobil, Pertamina, SK Chemicals, USA Truck, TSMC, Samsung, Intel, Yara, Aker Clean Hydrogen

Daily Chemical Reaction

High Hopes – Demand Expectations Remain Broadly Positive, Supply Chain Ambitions Much More Varied

Key Points:

  • Chemical product demand expectations remain positive, but supply chain views targeting the medium-to-long term tend to vary. We flag a few major producer Capex views with 3Q21 results that adds to our recent research.
  • We flag pertinent chemical sector corporate updates (e.g., Albemarle, Flint Hills, Air Products, Brenntag, GCP, Evonik, Koppers, Lanxess, & others).
  • We find relevant ESG items worth notice, ranging from updates from each primary chemical industry sub-sector to our latest ESG weekly 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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