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Chemical Connections

Immense challenges facing chemical, polymer procurers

Mid-February’s prolonged freeze on the Texas-Louisiana coast has juiced up market commentary as much as it has most petrochemical and polymer pricing. Just days after the storm, a polyethylene (PE) trader said that the freeze’s effects on regional and global supplies would be “worse than Hurricane Harvey”. Perhaps so, because not long after, a PE […]

Great news buried beneath recent vaccine headlines

With news bubbling up about coronavirus variants, here is a variant message of my own: Look past the recent coronavirus headlines and you will find some extremely hopeful developments. The remarkably high efficacy rates for the Pfizer-BioNTech and Moderna vaccines quickly spoiled us after health experts for months said that anything over 50% effective would […]

Three markets to watch amid stimulus efforts

The Democrat Party sweep of the Georgia runoff senatorial elections this week means President-elect Joseph Biden will take office on 20 January with his party in control of both houses of Congress and thus an easier path to enacting the policies on which he campaigned. The blog previously outlined some possibilities for pandemic-recovery economic stimulus […]

Good recycling news plants seeds for further advances

This year continues to be a “slog,” a word when said aloud just reeks of 2020. I guess that would be onomatopoeia for those you who remember your high school literature lessons and/or author Edgar Allan Poe. Hence, it’s doubly joyful when some good news comes along such as Chevron Phillips Chemical’s (CPChem) announcement on […]

Could recycling bring naphtha back in style?

Last week, the blog took a look at how government policies could shape a market such as that for linear low density polyethylene (LLDPE). The scenarios analysed uncovered a major point: A major upsurge in demand above the 2.24m tonnes base case for 2025 jeopardises operations for disadvantaged LLDPE plants globally. However, the demand for […]

How policies could shape LLDPE’s future

There should be little doubt that government policies across the globe will play a critical role in stimulating, rebuilding and reshaping economies staggering from the damage wrought by the coronavirus pandemic, which came at the time most were pushing forward with burgeoning sustainability and circularity efforts. Whether through ambitious “new deal” kinds of programmes, hands-off, […]

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