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

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