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Celanese Corporation

CEintermediary

Celanese is a global specialty materials and chemical company producing engineered polymers and acetyl-chain chemicals used in automotive, consumer electronics, paints, coatings, and adhesives industries.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($10.9B)

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Engineered Materials (45%)
Acetyl Chain (48%)
Other (7%)

Segment Breakdown & Key Customers

Product Details

Engineered Materials45%

High-performance engineering thermoplastics for automotive, electronics, and medical

Acetyl Chain45%

Acetic acid, VAM, emulsions, and acetate esters for coatings and adhesives

Other Activities10%

SO and other strategic investments

Supply Chain Relationships

Competitors

Dow Inc.

Engineering polymers and chemicals

Impact: Medium — overlapping chemical markets

DuPont de Nemours, Inc.

Engineering thermoplastics

Impact: Medium — engineered materials competitor

Eastman Chemical Company

Specialty chemicals

Impact: Medium — specialty chemical rival

Macro & Market Context

소재Sector News

구리·희토류 구조적 수급 타이트 — 에너지 전환·AI 인프라 장기 수혜

구리 현물가

$9,850/t

희토류 영구자석 가격

$82/kg (NdFeB)

알루미늄 재고 (LME)

450K t (5년 최저)

글로벌 철강 가동률

72%

Upcoming Catalysts

◆FCX·NEM·ALB Q1 실적 (2026.04~05)◆중국 희토류 수출 쿼터 2026H1 발표◆LME 구리 재고 월간 업데이트

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Celanese Corporation.

Company Info

Headquarters

Irving, Texas, USA

Founded

1918

Employees

13,000+

Sector Overview — 소재

Sector News

구리·희토류 구조적 수급 타이트 — 에너지 전환·AI 인프라 장기 수혜

구리 현물가

$9,850/t

희토류 영구자석 가격

$82/kg (NdFeB)

알루미늄 재고 (LME)

450K t (5년 최저)

글로벌 철강 가동률

72%

Key Themes

  • •구리 — EV 배선·AI 데이터센터·전력망 수요 3중 수혜 (FCX·SCCO)
  • •희토류 — 중국 수출 통제 리스크 vs 미국 국내 채굴 보조금
  • •리튬 가격 반등 신호 — 과잉공급 해소 후 2026H2 회복 전망

Upcoming Catalysts

  • ◆FCX·NEM·ALB Q1 실적 (2026.04~05)
  • ◆중국 희토류 수출 쿼터 2026H1 발표