Daily Chemical Reactions

Love 4 Fun – US Polymer Price Premiums In Focus, Supportive Market Factors Lose Stamina
November 5, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Propylene, Ethylene, Caustic Soda, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
LyondellBasell, Braskem, Dow, ExxonMobil, CP Chemical, Nova Chemicals, Mitsui Chemicals, OxyChem, Westlake, Shintech, Formosa Plastics, Enbridge, TC Energy, Devon Energy, Enterprise Products, Flint Hills, Invista, Sinopec, Uniper, Asahi Kasei, Borealis, Chevron, Huntsman, Albemarle, DSM, Fortescue, Indorama Ventures, Mitsubishi, Nocil, Trinseo, Odfjell, PTTGC, Honeywell

Daily Chemical Reaction

Love 4 Fun – US Polymer Price Premiums In Focus, Supportive Market Factors Lose Stamina

Key Points:

  • US polymer prices reflect multi-year high premiums relative to both Asia spot levels and domestic monomer values. This profit party remains in motion for US polymer producers, but supportive factors are exiting the dancehall.
  • We flag pertinent chemical sector corporate updates (e.g., Occidental, Mitsui Chemicals, Honeywell, Huntsman, Albemarle, Asahi Kasei & 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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