Daily Chemical Reactions

Build Me Up Buttercup – US Chlor-Vinyl Markets Compelling, Enables Westlake Specialty Growth
April 7, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Westlake, Olin, Oxy, Shin-Etsu, Formosa Plastics, Shell, RPM, Posco Chemical, Nova Chemicals, Cyclyx, H.B. Fuller, Johnson Matthey, AOC, KBR, TPC Group, Sibur, Perstorp, DXC, Mitsui, Carmel Olefins, Hempel, Hexcel, Archer Aviation, GNAL, Ineos, Vale, Renault, Repsol, Worley, SCG Chemicals, Air Liquide, Trinseo, Tesla, Samsung Electronics, Levi Strauss, NextDecade, Apogee Enterprises, Tesco, American Express

Daily Chemical Reaction

Build Me Up Buttercup – US Chlor-Vinyl Markets Compelling, Enables Westlake Specialty Growth

Key Points:

  • We discuss our positive view of the US Chlor-Vinyl market, and why it fits well into our global commodity chemical mega-cycle outlook. We provide a few insights from a Westlake investor event and other sector indicators.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Westlake, Shell, H.B. Fuller, Johnson Matthey, KBR, TPC Group, & others).
  • We discuss relevant ESG items, ranging from Westlake’s efforts to cut GHG emissions to views on the UK Plastics tax. We flag our ESG research Power To The People – But Clean Energy, And Industry Wants It Too.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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