Daily Chemical Reactions

Cry Me A River – Downstream Derivative Prices Rise Amid Still Strong Demand, Supply Chain Imbalances
December 10, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Propylene, Benzene, Lithium, Ethylene, Carbon Black, Carbon Dioxide, Nitrogen, Hydrogen, Methanol, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
CF Industries, Nutrien, DuPont, Advent, Carlyle, Sinopec, Aramco, Sumitomo Chemical, Givaudan, Kraton, DL Chemical, Shell, Enterprise Products, Equinor, Hess, TechnipFMC, Oriental Energy, Mitsubishi Chemical, Fortescue, DSM, BP, Monolith Materials, Borealis, BASF, Yara, Vulcan Energy, Costco, Burckhardt Compression, Polief

Daily Chemical Reaction

Cry Me A River – Downstream Derivative Prices Rise Amid Still Strong Demand, Supply Chain Imbalances

Key Points:

  • US consumer prices rose sharply in November, and our conversations with global chemical producers highlight still strong demand. We discuss lagging but improving production indicators and sector profit trends into 2022.
  • We discuss pertinent chemical sector updates (e.g., CF Industries, Kraton, DuPont, Monolith, Enterprise Products, Cheniere, Aramco, & 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, Coming Up Short: Materials Availability To Limit Climate Progress.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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