Daily Chemical Reactions

Dollaz & Sense – US Chemical Profit Indicators Stay Robust, A Mid-Decade Mega Cycle Remains Likely
December 9, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Carbon Fibre, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Westlake Chemical, Shintech, Formosa Plastics, OxyChem, Polyplex, BASF, Ascend Perf. Polymers, Solvay, Nexeo Plastics, Clariant, Eastman, Saint-Gobain, Energy Transfer, Cheniere, ConocoPhillips, EQT, JERA, Kinder Morgan, Enbridge, Cummins, Viva Energy, Woodside, Pioneer Energy, Restoration Hardware, Mubadala, Sibur, TotalEnergies, Trafigura, Elkhart Composites, Landstar, Amazon, Dr. Martens, Caterpillar

Daily Chemical Reaction

Dollaz & Sense – US Chemical Profit Indicators Stay Robust, A Mid-Decade Mega Cycle Remains Likely

Key Points:

  • US petrochemical producers have benefited from recent movements in feedstock prices relative to overseas peers on avg. We discuss this setting in light of our argument that a global chemical profit mega-cycle will form.
  • We flag pertinent chemical sector updates (e.g., BASF, Polyplex, Saint-Gobain, Nexeo Plastics, Solvay, Energy Transfer, Clariant, & others).
  • We flag varied ESG items worth mentioning, ranging from a display of Asia carbon emitters to clean-energy updates. We also flag our ESG weekly titled, Coming Up Short: Materials Availability To Limit Climate Progress.
  • We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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