Daily Chemical Reactions

The Ports of No Return – Western Price Inflation Amid Lingering Logistic Issues, Higher Energy
January 12, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Chlor-Alkali, Ethylene, Methanol, Oleochemicals, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Westlake, OxyChem, Formosa Plastics, Shintech, Olin, LyondellBasell, Neste, Lucid Energy, Trinseo, Aramco, Petrobras, Braskem, Solvay, BASF, Dow, APK, Deutsche Bahn, ExxonMobil, PKN Orlen, Thyssenkrupp, Covenant Logistics, Cyclum Renewables, Ineos, Indorama Ventures, Toyo Ink, Blackstone, Novelis, Orsted, Maersk, GM, Cathay Pacific

Daily Chemical Reaction

The Ports of No Return – Western Price Inflation Amid Lingering Logistic Issues, Higher Energy

Key Points:

  • We discuss US consumer price inflation, global petrochemical production cost trends, and a few factors favoring price support in some US commodity chemical chains. Supply chains are likely to stay far from normal in 1H22.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Neste, Lucid Energy, Trinseo, Aramco, Petrobras, Solvay, BASF, & others).
  • We note relevant ESG items, ranging from Europe carbon price trends to start 2022 to several 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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