Daily Chemical Reactions

Is Near Shoring More Attractive Than US Reshoring? Multiple Items Support US Polymer Prices, For Now
April 1, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Mattel, Dow, LyondellBasell, Westlake, CP Chemical, ExxonMobil, Nova Chemicals, PetroChina, Shell, Vitol, Suncor, Pemex, MOL, Ascend, Atotech, BASF, Celanese, Mitsubishi Chemical, Eastman Chemical, EuroChem, GACL, SK Lubricants, Sumitomo Chemical, Petro Rabigh, PPG, PTTGC, Sherwin-Williams, Sika, Cyclyx, Aker, Graham Packaging, LG Chem, TotalEnergies, CF Industries, Pertamina, PepsiCo, Bridgestone, PolyQuest, Olin

Daily Chemical Reaction

Is Near Shoring More Attractive Than US Reshoring? Multiple Items Support US Polymer Prices, For Now

Key Points:

  • US polymer prices remain significantly higher than levels seen at the start of 2020. A mixture of strong US manufacturing, despite some input sourcing issues, and higher energy values continue to favor polymer price support.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Celanese, Eastman, Olin, Bridgestone, Sumitomo, Pemex, BASF, others).
  • We discuss relevant ESG items that range from a polymer producer view of the food grade PCR market to renewable energy infrastructure market findings. See our ESG weekly and other related research coverage 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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