Daily Chemical Reactions

Your Time Is Gonna Come –US Spot Ethylene Length To Fall, Long Term Market Fundamentals Compelling
April 8, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Navigator Holdings, Westlake, Celanese, Nova Chemicals, Dow, LyondellBasell, CP Chemical, ExxonMobil, Bayer, Brenntag, Evonik, Venator, Tronox, Mitsui Chemicals, NextChem, Continental Tires, Extrupet, Birla, Lenzing, Equinor, Shell, Trammo, OCI, AmQore, Elix Polymers, NortH2, Pertamina, JBC Technologies, Teel Plastics, TricorBraun, Kurtz GmbH & Co., Rio Tinto, BHP, Antofagasta, Albemarle, Rohm, Yara, Lukoil

Daily Chemical Reaction

Your Time Is Gonna Come –US Spot Ethylene Length To Fall, Long Term Market Fundamentals Compelling

Key Points:

  • Overseas ethylene and derivative markets reflect strength relative to the US ethylene market YTD, but this does not suggest domestic producers are in a bad spot. We discuss global market trends and highlight our recent Sunday Thematic, Time To Sweat The Small Stuff – Will All Ethylene Units Survive.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Johnson Matthey, ExxonMobil, Brenntag, Albemarle, Shell, Venator, others).
  • We discuss relevant ESG items that range from water-based production issues in Chile to several 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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