Daily Chemical Reactions

Bring It On Home To Me – Domestic Industrial Production Strong, Reshoring Trends Supported
December 16, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Lithium, Carbon Dioxide, Ammonia, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Dow, LyondellBasell, CP Chemical, BP, MOL, Vopak, Pertamina, 3M, Arkema, Borealis, Petrobras, Braskem, Entegris, Minerals Tech., ITM Power, Yara, Wacker Chemie, CordenPharma, Equinor, Incitec Pivot, Honeywell, Fortescue, Agilyx, UBQ Materials, Danimer Scientific, ExxonMobil, PepsiCo, Novozymes, Saipem, IGO, Amazon, Toyota, Campbell Soup, HSBC

Daily Chemical Reaction

Bring It On Home To Me – Domestic Industrial Production Strong, Reshoring Trends Supported

Key Points:

  • US industrial production remaining supportive of chemical demand next year was the conclusion of a recent C-MACC thematic report. We highlight our views after the latest US industrial production update and other findings.
  • We flag pertinent energy, chemical and broader industry updates (e.g., BP, Polynt, Wacker, Danimer, Minerals Tech, UBQ Materials, & others).
  • We flag varied ESG items worth notice, ranging from estimated EU ESG Securitization issuances to several clean-energy updates. We flag our ESG weekly titled, Low Carbon Polymers – Likely To Surprise To The Upside.
  • We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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