Daily Chemical Reactions

Give It To Me – Demand Remains Robust, US Product Availability Indicators Show Improvement
November 23, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Aramco, Reliance, Sinopec, BASF, Clariant, DuPont, Ecolab, Vinnolit, Westlake, Dow, Givaudan, Shell, Berlin Packaging, Targa, NextDecade, Vulcan Energy, Petronas Chemicals, TechnipFMC, Ineos, Mitsui, OCI, Greenland Resources, Celanese, Mitsubishi Chemical, Drax, Air Liquide, Tesla, Best Buy, Dick’s Sporting Goods, Johnson Matthey, LG Chem, GS Caltex, Samsung, Stolt, DSM

Daily Chemical Reaction

Give It To Me – Demand Remains Robust, US Product Availability Indicators Show Improvement

Key Points:

  • Demand indicators ranging from recent declines in freight rates to retailer updates suggest improving availability in many product chains. While 4Q21 volume metrics are now in focus, margin trends will gain attention into 1H22. 
  • We flag pertinent chemical sector corporate updates (e.g., Reliance, BASF, Aramco, Vinnolit, Shell, DSM, NextDecade, Targa, Clariant, & others).
  • We note relevant ESG items worth notice, ranging from the pyrolysis unit news from Shell to several corporate emission reduction initiative updates.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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