Daily Chemical Reactions

Stir It Up – Sector Portfolio Enhancements & Efforts To Reframe Markets In Motion, New Investments Lag
November 11, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Recycled Resin, Propylene, Ethylene, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Braskem, LyondellBasell, Pinnacle Polymers, TotalEnergies, Reliance, Navigator Gas, Devon Energy, Shell, Maersk Drilling, Noble Corp., Idemitsu Kosan, Johnson Matthey, Kuraray, Lanxess, Northern PetroChem, Sika, Songwon, ExxonMobil, Sabic, Brookfield Asset Management, Inter Pipeline, CMI, Linde, ABC Technologies, PepsiCo, Unilever, Sinopec, Norsk Hydro, Plastic Energy, Baker Hughes, Toyota, Phillips 66

Daily Chemical Reaction

Stir It Up – Sector Portfolio Enhancements & Efforts To Reframe Markets In Motion, New Investments Lag

Key Points:

  • Global specialty chemical portfolio adjustments and commodity product market repositionings gain momentum alongside strong demand spurring sector profit growth. We discuss these trends and other developments.
  • We discuss pertinent chemical sector updates (e.g., Lanxess, CMI, Johnson Matthey, Braskem, Kuraray, Navigator Gas, Linde, & others).
  • We note relevant ESG items worth notice, ranging from updates across several chemical sub-sectors to our latest ESG weekly in LINK.
  • Our latest Sunday Thematic report, Waiting For The Big One – Is A Chemical Mega-Cycle Ahead?, discusses chemical sector capacity investment.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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