Daily Chemical Reactions

Ride Me Down Easy – Feedstock Indicators Favor US Chemical Margins Mid-Week, Trend Stays Negative
December 8, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Propylene, Carbon Dioxide, Hydrogen, Ethylene, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Eastman Chemical, Westlake Chemical, SABIC, Aramco, Ascend, Meridian Adhesives, American Sealants, Clariant, ExxonMobil, OQ, Reliance, Ampacet, W.R. Grace, LG Energy, Trafigura, Technip Energies, EQT, JERA, Fortescue, Adnoc, Umicore, Volkswagen, Visa, Vestas, Woodside Energy, Chart Industries, Howden, PetroChina, Gevo, Kolmar, Suntien Green Energy, Siemens Gamesa, KOGAS, Pioneer Natural Resources

Daily Chemical Reaction

Ride Me Down Easy – Feedstock Indicators Favor US Chemical Margins Mid-Week, Trend Stays Negative

Key Points:

  • This report discusses US and EU natural gas price movements and related petrochemical and consumer trends. On the whole, we find several factors in favor of US petrochemical producers WoW that are worth consideration. 
  • We flag pertinent chemical sector corporate updates (e.g., SABIC, Ascend, Eastman Chemical, Aramco, Clariant, Westlake Chemical, OQ, & others).
  • We note relevant ESG items worth notice, ranging from EU carbon values hitting a new record this week to renewable industry investment trends. We also highlight our weekly ESG thematic published later 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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