Insight
The Chemical Reaction
Report summary
Welcome to the Chemical Reaction. In this rolling blog Wood Mackenzie analysts bring you their take on the trends and stories impacting the chemical industry. This includes: • Mergers and acquisitions • New asset announcements, projects and closures • Earnings reports from major chemical companies • Trends in the chemical industry. This is covered across Wood Mackenzie's full range of chemicals with analysts globally highlighting the key events in their region – and giving their take on events.
Table of contents
- Latest insights
- Upcoming events
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European polyethylene prices have risen sharply in 2022 – what are the causes, and how have markets been affected?
- Michael McDermott, 16 May 2022
- Issue
- Implications
- Outlook
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Russia-Ukraine impact on regional polyolefins
- Michael McDermott, 14 May 2022
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Lockdowns in Eastern China are damaging the world's largest PTA market- what's next?
- Arthur Luo , 13 May 2022
- Issue
- Implications
- Outlook
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Carbon tax as an opportunity in chemicals
- Timur Zilbershteyn, 6 May 2022
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What Sumitomo's exit from caprolactam means for Asian players amid China's continual expansion?
- Anna Zhao , 5 May 2022
- Issue
- Implications
- Outlook
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How is the Russian invasion of Ukraine impacting benzene and derivatives trade routes?
- Gabriella Fuentes, Su Jie, Tiantian Jin, Farrukh Novruzov , 29 April 2022
- Issue
- Implications
- Outlook
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Start-up of new polyamide-6,6 intermediate plants in China
- Timur Zilbershteyn, 22 April 2022
- Issue
- Implications
- Outlook
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Challenging times for European synthetic fibres
- Bruna Angel, 19 April 2022
- Issue
- Implications
- Outlook
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MEG market: How did we get here, and what can we expect?
- Jason Anderson Raj, Patrick Campbell, Steve Wilkerson, 5 April 2022
- Issue
- Implications
- Outlook
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How is the Russian invasion of Ukraine impacting benzene and derivatives trade routes?
- Farrukh Novruzov, Jie Su, 4 April 2022
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The Circular Packaging Puzzle: 5 Pieces Shaping an Uncertain Picture
- David Buckby, 1 April 2022
- Issue
- Implications
- Outlook
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Will a rise in crude prices increase instability in Polymer markets?
- Gabriella Fuentes, Michael McDermott, 25 March 2022
- Issue
- Implications
- Outlook
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Crude oil and natural gas price shockwaves hit the European olefins markets
- Patrick Kirby, 8 March 2022
- Issue
- Implications
- Outlook
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Unprecedented shift in pricing dynamics for the European PTA market
- Cristina de Santos & Gustavo Hernandez Montemayor, 4 March 2022
- Issue
- Implications
- Outlook
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Russia/Ukraine crisis: Impact on global PET markets
- Patrick Campbell & Alexandra Tennant, 4 March 2022
- Issue
- Implications
- Outlook
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Plastic pollution: the end of the beginning, or the beginning of the end?
- Guy Bailey, 4 March 2022
- Issue
- Implications
- Outlook
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SWIFT sanctions against Russia: What it will mean for Asian caprolactam?
- Anna Zhao, 2 March 2022
- Issue
- Implications
- Outlook
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Ukraine crisis: potential exposure of the petrochemicals sector
- Guy Bailey, Patrick Kirby, Andrew Brown, 25 February 2022
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What the Russia/Ukraine conflict means for global commodities – deep dive
- Simon Flowers, Massimo Di Odoardo, Natalie Biggs, Ann-Louise Hittle, Alan Gelder, Guy Bailey, Patrick Kirby, Erik Mielke, Peter Martin, 25 February 2022
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The global ethylene cost curve in a $100/bbl world
- Patrick Kirby, 25 February 2022
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Global Benzene Market Outlook to 2040: Key structural changes to the global benzene market in a post-pandemic world
- Gabriella Fuentes, Tiantian Jin, Su Jie, Ugne Mitrikeviciute, Shruthi Vangipuram, Farrukh Novruzov, 25 February 2022
- Issue
- Implications
- Outlook
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Celanese buys DuPont's Engineering Plastics business
- Timur Zilbershteyn, 18 February 2022
- Issue
- Implications
- Outlook
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Where cotton prices lead ... will other fibres follow?
- Bruna Angel, 11 February 2022
- Issue
- Implications
- Outlook
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SABIC - European olefins balances
- Patrick Kirby, 4 February 2022
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Global MEG Prices- What can we expect next?
- Steve Wilkerson, Chloe Kinner, Patrick Campbell, 4 February 2022
- Issue
- Implications
- Outlook
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REM-Chemicals: A summary of the value of petrochemical integration
- John Stewart, Alan Gelder, Heemesh Jadav, 3 February 2022
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What is holding back PCR content PET films usage in North America?
- Mariana Santos Moreira, 31 January 2022
- Issue
- Implications
- Outlook
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Increased activity on US East Coast regarding plastics legislation
- Alexandra Tennant, 28 January 2022
- Event
- Implications & Outlook
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China petrochemicals: what to look for in 2022
- Kelly Cui, Tiantian Jin, 25 January 2022
- Ed Crooks, 21 January 2022
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Asia flexible packaging: 5 pandemic trends and their persistence
- David Buckby, Liberty Stephens-Deaves, 14 January 2022
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Big themes in 2022 for global olefins
- Patrick Kirby, Kelly Cui, 12 January 2022
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Polyolefins market outlook- What to consider in 2022
- Ashish Chitalia, William Lui, Michael McDermott, Gabriella Fuentes, TJ Spagnoli, 7 January 2022
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Q4 2021
- To read the following stories in full, please download " Q4 2021 The Chemical Reaction " from Report Downloads.
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Q3 2021
- To read the following stories in full, please download " Q3 2021 The Chemical Reaction " from Report Downloads.
Tables and charts
This report includes 20 images and tables including:
- Oil, European gas, polyester, nylon and acrylic fibre; Index March 2021=100
- Russia and Asia (China, Taiwan) CPL Trade Balance, 2019-2021 average
- Global Benzene Net Trade by Region
- Asia Staple Fibre Prices and OPEC Oil
What's included
This report contains:
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