Daily Chemical Reactions

You Spin Me Round – Supply Chain Swings in Focus; Chemical Demand Keeps High Stepping, For Now
December 15, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), MDI, Benzene, Carbon Dioxide, Propylene, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
CP Chemical, Flint Hills, Enterprise Products, LyondellBasell, Ineos, Braskem, BASF, Huntsman, Dow, Covestro, Cheniere, Vopak Moda, BMW, Livent, Albemarle, SQM, Ganfeng Lithium, Kuraray, Sumitomo Chemical, Technip Energies, Linde, Hive Hydrogen, LG Chem, Plug Power, Mosaic, Borealis, Bloom Energy, ZeroAvia, Svante, Summit Carbon Solutions, Kiewit, McPhy, Footprint, Primax

Daily Chemical Reaction

You Spin Me Round – Supply Chain Swings in Focus; Chemical Demand Keeps High Stepping, For Now

Key Points:

  • Our analysis shows downward pressure on plastic values in December, and we think recycled resin economics will face greater pressure in 2022. We also flag a couple of sector capacity developments and notices worth considering.
  • We flag pertinent chemical sector corporate updates (e.g., Livent, BASF, CP Chemical, LG Chem, Kuraray, Enterprise Products, Borealis, & others).
  • We note relevant ESG items worth notice, ranging from multiple carbon market developments 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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