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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