Daily Chemical Reactions

Don’t Bring Me Down – Global Setting Rings Positive For Monomer Price Support, A Plus For US Producers
January 20, 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:
Dow, LyondellBasell, Westlake, Formosa Plastics, New Hope Energy, Asian Paints, Danimer Scientific, H.B. Fuller, Air Liquide, Air Products, Evonik, Linde, Petronas, Petrobras, Solvay, Sabic, S-OIL, Phillips 66, Kinder Morgan, TotalEnergies, Serica Energy, ExxonMobil, WL Plastics, GM, Procter & Gamble, Pepsi, Covestro, Loop Industries, Enbridge, Union Pacific, DHL

Daily Chemical Reaction

Don’t Bring Me Down – Global Setting Rings Positive For Monomer Price Support, A Plus For US Producers

Key Points:

  • US ethylene cracker co-product values have generally reset relative to their historical ties with Asia. We discuss why this lessens risk with US commodity chemical profits in 1H22 and adds to a constructive sub-sector view.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., New Hope Energy, Asian Paints, Danimer Scientific, H.B. Fuller & others).
  • We note relevant ESG items, ranging from developing trends in renewable energy to several ESG sector industry investment trends worth notice. We also highlight yesterday’s weekly ESG thematic titled, Sustainable Fuels – Fields of (Achievable) Dreams.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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