Daily Chemical Reactions

I Won’t Back Down – Producers Incentivized To Run; Western Product Availability & Cost Curve In Focus
December 3, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Recycled Resin, Ethylene, Benzene, Propylene, Lithium, Carbon Black, Carbon Dioxide, Hydrogen, Methanol, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
PetroChina, Brenntag, Trinseo, Dow, LyondellBasell, Braskem, BASF, Shell, ENI, Versalis, Epsilyte, Chevron, Gangfeng Lithium, Mitsubishi, K+S, Sabic, Tatneft, Sibur, Toyota, British Airways, Phillips 66, ExxonMobil, Nova Chemicals, Enterprise Products, Navigator Gas, Siemens, Walmart, Target

Daily Chemical Reaction

I Won’t Back Down – Producers Incentivized To Run; Western Product Availability & Cost Curve In Focus

Key Points:

  • Global chemical production indicators suggest rising product availability, especially from Western suppliers. Though supply chain imbalances remain, we find Western producers incentivized to run and provide an updated view.  
  • We discuss pertinent chemical sector updates (e.g., Shell, PetroChina, Eni, Versalis, Brenntag, Trinseo, BASF, Petrobras, Epsilyte, & others).
  • We highlight relevant ESG items worth notice, ranging from the critical elements used in clean energy and their price trends, to our latest ESG report, Chemical Recycling Works For The Greater Good, Who Pays For It?.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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