Daily Chemical Reactions

Hold The Line – Western Market Chemical Markets See Higher Costs, Regional Margins Pressured WoW
February 3, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Ethylene, Benzene, Carbon Black, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Huntsman, Dow, Covestro, Ashland, Arakawa Chemical, Berry Global, BASF, Borealis, ExxonMobil, Sabic, H.B. Fuller, Heranba Chemicals, Nippon Shokubai, Orsted, Sibur, WACKER, Trafigura, Apollo, Oaktree, Shell, Piedmont Lithium, Mitsui Chemicals, Mitsubishi Chemicals, Ensinger, Linde, Pertamina, Croda, Clariant, Amazon, Glencore, Tosoh, Lazard, Nippon Steel, Honeywell, MOL

Daily Chemical Reaction

Hold The Line – Western Market Chemical Markets See Higher Costs, Regional Margins Pressured WoW

Key Points:

  • US petrochemical producers maintain a significant cost advantage relative to overseas peers on average, despite a recent cost uptick WoW. We discuss sector trends and why we foresee stronger-for-longer Western market prices.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Ashland, Shell, Berry Global, Borealis, Mitsui, Trafigura, & others).
  • We discuss relevant ESG items that range from thoughts after updating our January clean energy material price index to multiple circular economy market updates. We also highlight our latest ESG weekly research 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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