Daily Chemical Reactions

Hustle & Flow – Demand Remains Robust, Regional Indicators Suggest Still Mixed Product Availability
November 16, 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, OxyChem, Formosa Plastics, Shintech, Dow, Enterprise Products, Flint Hills, ExxonMobil, Eni, Jera, Meg Energy, Pertamina, Shell, Adnoc, Borealis, Cabot, DIC, DL Chemical, Givaudan, Hafnia, Heranba Industries, Hexion, Sinostar, Jindal Poly Films, Nissan Chemical, Meghmani Finechem, Trafigura, EOG, Hanwha Total, Tatneft, Nippon Paint, Repsol, Sabic

Daily Chemical Reaction

Hustle & Flow – Demand Remains Robust, Regional Indicators Suggest Still Mixed Product Availability

Key Points:

  • US chemical sector optimism remains high as several demand indicators come forth to curb some concerns with improving product availability. We discuss several risks that could arise in late 4Q21 worth consideration. 
  • We flag pertinent chemical sector corporate updates (e.g., Borealis, Adnoc, Hafnia, Nissan Chemical, Hanwha, Cabot, Hexion, Sinostar, & others).
  • We note relevant ESG items worth notice, ranging from EU carbon prices reaching a record high to several consumer product recycled content targets.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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