Daily Chemical Reactions

Rockin’ With The Rhythm of the Rain – US Polymer Demand Robust, Price Premiums Still Set To Fall
December 7, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Methanol, Ethylene, Benzene, Propylene, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
LyondellBasell, Braskem, Ineos, Pinnacle Polymers, ExxonMobil, BASF, Chevron, Enbridge, Petrobras, Arkema, Alto Packaging, Asian Paints, Eastman Chemical, Firmenich, Givaudan, Lanxess, Eni, Versalis, IMCD, Maire Tecnimont, OQ, Sabic, Saint-Gobain, Solvay, Symrise, Wood Group, Worley, MOL Petrochemicals, Technip Energies, Elysian Carbon Mgmt., Fortescue

Daily Chemical Reaction

Rockin’ With The Rhythm of the Rain – US Polymer Demand Robust, Price Premiums Still Set To Fall

Key Points:

  • US petrochemical prices face downward pressure as rising supply outpaces benefits from still strong demand and logistical issues. We provide a view of US polymer premium trends into 2022 and other sector profit drivers. 
  • We flag pertinent chemical sector corporate updates (e.g., Lanxess, MOL Petrochemicals, BASF, Solvay, Worley, Enbridge, ExxonMobil, & others).
  • We note relevant ESG items worth notice, ranging from estimates for bio-plastic production growth to views of green and blue hydrogen developments.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

Contact us to subscribe to our services and gain access to full content.