Daily Chemical Reactions

When The Levee Breaks – Domestic Polymer Price Premiums At Risk As 2H22 Availability Rises
July 6, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Braskem, LyondellBasell, Formosa Plastics, Enterprise Products, ExxonMobil, Inter Pipeline, Shell, Borealis, Nova Chemicals, AGC, BKV, Freeport LNG, Perstorp, Fortum, Uniper, ADNOC, Equinor, Versalis, Thyssenkrupp, Schlumberger, Baker Hughes, Halliburton, NextDecade, TechnipFMC, AkzoNobel, Arkema, CF Industries, Eneos, Covestro, Bloom Energy, Gail, Lanxess, Ravago, Varo, Walmart, Ford, Dow, Loop Energy, Wacker, Rivian

Daily Chemical Reaction

When The Levee Breaks – Domestic Polymer Price Premiums At Risk As 2H22 Availability Rises

Key Points:

  • North American polypropylene (PP) prices reflect considerable premiums to Asia and monomer levels that will likely shrink in 2H22. We expand on our US polymer premium risk views amid rising proof of loosening supply chains.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Inter Pipeline, Shell, Formosa, Borealis, ExxonMobil, AGC, BKV, & others).
  • We discuss ESG items that range from our views of the hydrogen market & CCS projects to EU carbon market trends. See our 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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