Daily Chemical Reactions

Surface Pressure – Commodity Chemical Supply Availability Indicators Rise, Uncertainties Remain
January 6, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Chlor-Alkali, Ethylene, Propylene, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Enterprise Products, Flint Hills, Invista, Nova Chemicals, Dow, LyondellBasell, OxyChem, Celanese, Röhm, RPM International, Williams, Ineos, Larson & Toubro, Reliance, British Lithium, Albemarle, SQM, Livent, Merck KGaA, HPL. Henkel, Eaton, BHP, ExxonMobil, WeylChem, WL Plastics, Honda, Johnson Matthey, Atome Energy, Renewable Energy Grp, Amber Resources, Moog, Phillips 66

Daily Chemical Reaction

Surface Pressure – Commodity Chemical Supply Availability Indicators Rise, Uncertainties Remain

Key Points:

  • US spot ethylene values have increased more than 20% since the start of 2022. We generally discuss the setup of this market in 1Q22 and highlight several indicators suggesting commodity production improvements ahead. 
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Invista, Ineos, Larson & Toubro, Reliance, Röhm, Williams, & others).
  • We note relevant ESG items, ranging from global carbon price trends to our research titled, The Evolution Of the Plastic Industry Could Stall in 2022.  
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

Contact us to subscribe to our services and gain access to full content.

Request A Free Trial