Daily Chemical Reactions

Lifeline, Perhaps? – Energy Participants Look Downstream, US Chemicals Remain Cost Advantaged
December 17, 2021
Commodities Mentioned:
Natural Gas/NGLs, Ethylene, Plastics (PVC, PP, PE, PU, PC, PET, etc.), Propylene, Benzene, Lithium, Carbon Dioxide, Nitrogen, Hydrogen, Methanol, Crude/Naphtha
Companies Mentioned:
Enterprise Products, Flint Hills, Dow, Ineos, MEGlobal, Ascend, Arkema, Shell, Enbridge, Mitsubishi, Petrobras, Petronas, Circulus, CP Chemical, Aramco, Nouryon, Johnson Matthey, Lotte Chemical, POSCO, Proteum Energy, Plastic Energy, Petroineos, Maire Tecnimont, SK, Solvay, Versalis, BTS Biogas, MOL, Linde Engineering

Daily Chemical Reaction

Lifeline, Perhaps? – Energy Participants Look Downstream, US Chemicals Remain Cost Advantaged

Key Points:

  • Energy sector participant ambitions to move their businesses downstream into petrochemicals is not a new development, but it is a trend that will likely gain pace this decade. We discuss recent Enterprise Products commentary.
  • We discuss pertinent energy and chemical sector updates (e.g., DSM, Lotte Chem, MEGlobal, Ascend, Vopak, Danimer, Circulus, Shell, Ineos, & others).
  • We highlight relevant ESG items worth notice, ranging from recent EU carbon price movements to a general view of recycled plastics.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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