Daily Chemical Reactions

Top Gun – US Propylene’s Goose Not Cooked Yet
May 27, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Ashland, Covestro, Henkel, K+S, ExxonMobil, AirProducts, SCG, Enterprise Products, Dow, Flint Hills, LyondellBasell, Braskem, INEOS, Pinnacle Polymers, TotalEnergies, Crestwood, Pavilion Energy, Pemex, Rystad Energy, PPG, Axalta, bp, DOMO Chemicals, Nexeo Plastics, S-Oil, ACWA Power, OQ, Honeywell, Wood, CVR Energy, Interface Polymers, Siemens, Tetra Pak, Ford, Toyota, Crane Holdings, Gap Inc., Springfield Plastics, Taro

Daily Chemical Reaction

Top Gun – US Propylene’s Goose Not Cooked Yet

Key Points:

  • US propylene markets will likely remain tighter than Asia in 2H22. This development holds mixed benefits for derivative producers, though we view it as another market example of dependence on local pricing power.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Ashland, Covestro, Henkel, K+S, ExxonMobil, Air Products, SCG, & others).
  • We discuss relevant ESG items ranging from elevated global fossil fuel values favoring the economics of green chemical production to US ethanol at a multi-year low relative to RBOB gasoline. See more ESG 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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