Daily Chemical Reactions

Pushin P – Producer Updates Focus On Price Hikes, Asia Cracker Run Rate Cuts Another Inflation Driver
January 19, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Ethylene, Propylene, Melamine, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Ashland, Axalta, Dow, LyondellBasell, Westlake, Olin, CP Chemical, ExxonMobil, Nova Chemicals, Formosa Plastics, Lucid Energy, Petrobras, Braskem, Covestro, Eastman, EQT, Seneca, Arkema, BASF, Repsol, Rio Tinto, Lummus, Eneos, Marubeni, Lukoil, PetroChina, Novonor, Petronas Chemicals, BP, Albemarle, Lonza, Trafigura, Solenis, Fortescue, McDermott, Reliance Industries

Daily Chemical Reaction

Pushin P – Producer Updates Focus On Price Hikes, Asia Cracker Run Rate Cuts Another Inflation Driver

Key Points:

  • Chemical producer business updates highlight persistent efforts to push prices to recover higher costs. This report discusses several factors that could keep the inflationary conditions in motion, favoring US premium prices.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Ashland, Axalta, Eastman, Freeport LNG, EQT, Covestro, BP, & others).
  • We note relevant ESG items, ranging from the construction of a notable chemical recycling facility in France to several renewable industry updates. 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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