Daily Chemical Reactions

Ride The Lightning – Input Cost Inflation Moderates In 4Q But Not For All, Demand Remains Electrified
November 30, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Methanol, Propylene, Ethylene, Benzene, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Methanex, Southern Chemical, Natgasoline, Mitsui Chemicals, Celanese, LyondellBasell, Sabic, Petronas, Gazprom, BASF, Denka, Evonik, Meghmani Organics, Nama Chemicals, Sasol, Solvay, Cheniere, Petrobras, Asian Paints, Tata Chemicals, Zoltek, Sinopec, BMW, BP, TerraCycle, Harsco, Lummus, Ineos, Linde, Enerkem

Daily Chemical Reaction

Ride The Lightning – Input Cost Inflation Moderates In 4Q But Not For All, Demand Remains Electrified

Key Points:

  • Western petrochemical prices face downward pressure in 4Q amid lower energy costs and rising availability. We flag other product chains yet to see cost declines and factors keeping commodity prices from an abrupt collapse. 
  • We flag pertinent chemical sector corporate updates (e.g., Methanex, BASF, Denka, Cheniere, Petronas, Petrobras, Mitsui Chemicals & others).
  • We note relevant ESG items worth notice, ranging from IEA research on energy trends in France to a circular plastic production push from Sabic.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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