Daily Chemical Reactions

Heading South – Demand Remains Strong, But Margins Face Pressure; EU Natural Gas In Focus
November 18, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Recycled Resin, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
BASF, Braskem, Occidental, Huntsman, Trinseo, Sun Chemical, Dynasol Group, Cabot, CF Industries, Sinopec, Hexion, IMCD, Showa Denko, Toray, Vinnolit, Westlake, Mitsui Chemicals, Gevo, Sweetwater Energy, Polyplastics, Renault, Circulus, Lion Energy, Berry Plastics, Chemours, Equinor, Airbus, Macy’s, Target, Kohl’s, T.J. Maxx, Ford, Tesla

Daily Chemical Reaction

Heading South – Demand Remains Strong, But Margins Face Pressure; EU Natural Gas In Focus

Key Points:

  • Recent retailer business updates show that global end-product demand remains strong, but cost inflation also remains an issue. We discuss the recent rebound in EU natural gas prices and other items worth considering in 4Q21.
  • We discuss pertinent chemical sector updates (e.g., Toray, Gevo, BASF, Chemours, Hexion, Showa Denko, Vinnolit, Sinopec, IMCD, & others).
  • We note relevant ESG items worth notice, ranging from updates across several chemical sub-sectors to our latest ESG weekly in LINK.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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