Daily Chemical Reactions

House Of The Rising Sun – Indicators Ring Positive For Relative US PVC Market Support In 1Q22  
January 7, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Chlor-Alkali, Ethylene, Uranium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Westlake Chemical, OxyChem, Shintech, Formosa Plastics, Olin, Bed Bath & Beyond, Petrobras, Braskem, Lotte Chemical, Hyundai, Wanhua, Pemex, Shell, BP, Stelco, EOG, Symrise, Mitsui, JERA, Mitsubishi Heavy Industries, Calumet Specialty Products, Navigator CO2 Ventures, NET Power, Samsung Electronics, Panasonic, Schneider Electric, Tesco, Rivian, Phillips 66, Everfuel, Walmart

Daily Chemical Reaction

House Of The Rising Sun – Indicators Ring Positive For Relative US PVC Market Support In 1Q22  

Key Points:

  • US PVC prices will likely see more support in 1Q22 relative to major peer polymers amid price strength in competing products, supply chain issues, and still strong consumer demand. We expect constructive forward guidance in 4Q producer reports. 
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Shell, Lotte Chem, Petrobras, Braskem, Navigator CO2, Wanhua, & others).
  • We note relevant ESG items, ranging from a few projects worth notice 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

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