Daily Chemical Reactions

Panic Attacks In Paradise –  Chemical Sector Strategic Activity Rises, Sub-Sector Equity Trends Diverge
November 12, 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:
Olin, Westlake, Shintech, Formosa, Occidental, Huntsman, DuPont, Trinseo, LG Chem, Dow, Lyondellbasell, Hexion, Worley, ExxonMobil, Cheniere, Engie, Petronas, Satorp, Sappi, Idemitsu, Pioneer Natural Resources, Henkel, Chemtrade, Johnson Matthey, Evonik, Milliken, Tomra, Quantafuel, Vopak, Stavrolen, Air Products

Daily Chemical Reaction

Panic Attacks In Paradise –  Chemical Sector Strategic Activity Rises, Sub-Sector Equity Trends Diverge

Key Points:

  • Western commodity chemical industry profitability remains near historic highs, but equity performance in this subsector has underperformed. We discuss chemical sector equity performance and corporate strategic activity.
  • We discuss pertinent chemical sector updates (e.g., Hexion, Henkel, LG Chemical, ExxonMobil, Satorp, Worley, Idemitsu, Cheniere, & others).
  • We note relevant ESG items worth notice, ranging from updates across several chemical sub-sectors to the fund flows targeting the global energy transition. We also highlight our weekly ESG thematic published in LINK.
  • This report highlights our Thematic, Waiting For The Big One – Is A Chemical Mega-Cycle Ahead? discussing chemical sector Capex trends.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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