Daily Chemical Reactions

The Weight – US Polymer Price Premiums Relative To Asia Remain Fat, Likely To Be Leaner By Year-End
June 28, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Enterprise Products, Albemarle, BASF, Linde, ExxonMobil, Dow, LyondellBasell, Westlake, Formosa Plastics. ExxonMobil, C.P. Chemical, Chevron, Eastman, Occidental Petroleum, 1PointFive, Cheniere Energy, Freeport LNG, ProFrac, AkzoNobel, Albemarle, Elkem, Evonik, Henkel, Iluka Resources, INEOS, Lotte Chemical, Piedmont Lithium, Sayona Mining, Sinopec, Sipchem, Tata Chemicals, Borealis, Carlsberg, Equinor, Volkswagen, Nike, Italmatch, Imperial, Avangard Innovative, Entigris

Daily Chemical Reaction

The Weight – U.S. Polymer Price Premiums Relative To Asia Remain Fat, Likely To Be Leaner By Year-End

Key Points:

  • U.S. spot polymer price premiums relative to Asia remain wide, suggesting risk to U.S. integrated producer profit in 2H22 as domestic production rises. We discuss global cost curve developments and other relevant indicators.    
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Enterprise Products, Albemarle, BASF, Linde, ExxonMobil, & others).
  • We flag ESG items that range from 1PointFive, an Occidental subsidiary, announcing a lease agreement for a CCS project in Louisiana to Eastman Chemical considering the development of a PET chem-recycling plant in TX.  
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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