Daily Chemical Reactions

Separate Ways – Chemical Demand Indicators Stay Supported, Producer Margins Face Mixed Settings
December 22, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Ethylene, Propylene, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Methanex, Dow, Baystar, LyondellBasell, Westlake, Rio Tinto, Sempra Energy, CNOOC, Afyren, Spray-Tek, Brenntag, Clariant, Geon, Hexion, IMCD, Cargill, Croda, Formosa, GS Caltex, Bloom Energy, TotalEnergies, Shell, Maersk, Minerva Bunkering, Pemex, ENEOS, GE, OMV, Petronas, Posco, Rosneft, Hyundai Engineering, Suominen, Calpers, FedEx, Port of Rotterdam

Daily Chemical Reaction

Separate Ways – Chemical Demand Indicators Stay Supported, Producer Margins Face Mixed Settings

Key Points:

  • Demand indicators support increased Western chemical production, but we find varied supply chain issues and input cost trends set to take a mixed toll on producer profit. We discuss several factors worth noticing in late 2021.
  • We flag pertinent energy, chemical, and other corporate updates (e.g., Rio Tinto, Maersk, Hexion, Geon, CNOOC, Methanex, CarMax, & others).
  • We note relevant ESG items worth notice, ranging from drivers of CO2 emission growth 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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