Daily Chemical Reactions

Islands In The Stream – Westlake Boosts its Product Portfolio Downstream; Strategic Sector M&A Robust
November 24, 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:
Westlake, Hexion, Olin, Huntsman, Clariant, Sinopec, Woodfibre, McDermott, Shell, PBF, BorsodChem, Eastman Chemical, BASF, Johnson Matthey, Kaneka, Lanxess, Reliance, Aramco, Unipar, Yasho Industries, Asahi Kasei, IKEA, Petrobras, Toray, Dow, ExxonMobil, BF, Eni, Worley, Standard Lithium, Licella, Samsung

Daily Chemical Reaction

Islands In The Stream – Westlake Boosts its Product Portfolio Downstream; Strategic Sector M&A Robust

Key Points:

  • Chemical sector M&A activity is robust as corporates adjust portfolios to boost stakeholder appeal and equity values. We discuss a few recent strategic moves worth considering that add to our recent thematic work on this topic.
  • We discuss pertinent chemical sector updates (e.g., Westlake, Hexion, Olin, Huntsman, Clariant, Sinopec, Lanxess, & others). A key theme with several of these reports is the business model shift toward more specialty products.
  • We note relevant ESG items worth notice, ranging from updates across several chemical sub-sectors to UNEP findings on the emissions gap. We also highlight our weekly ESG thematic published today 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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