Commodities Mentioned:
Ethylene, Propylene, PVC, Polypropylene, Polyethylene, Polystyrene, PET, Lithium, Bromine, Carbon Dioxide, Hydrogen, Natural Gas, NGLs, Crude, Naphtha, Lithium Carbonate, MDI, Polyols, PTA, Paraxylene, Aromatics, LNG, Water, Polyester, Butadiene, Styrene, Rubber
Companies Mentioned:
Nova, Shell, CP Chemical, OxyChem, Celanese, LyondellBasell, Dow, Westlake, Formosa, Shintech, Silgan, IPL Plastics, Berry, Asahi Kasei, BP, Cabot, Birla Carbon, Orion Eng. Carbon, Clariant, Evonik, Hengyi, Honeywell, JM, SABIC, Sekisui Chem, Solvay, Stepan, Invista, Tokuyama, Tosoh, Ube, Varennes, Wacker, Sipchem, Kuraray, Albemarle, Brenntag, ConocoPhillips, Daicel, Entegris, Enterprise, ExxonMobil, SK Chem, Kao, LG Chem, Lotte Corp, Marathon, Mitsubishi Chem, Nippon Kayaku, Nippon Shokubai, Sherwin-Williams, Symrise, Tennant, W.R. Grace, BASF, Eneos, Epsilyte, Hanwha, Tesla, Ashland, Borealis, OMV, Braskem, Clorox, Hexion, Kurita Water, Linde, Mitsubishi GC, SES, PI Industries, PPG, Versalis, Trinseo, Eastman, Vulcan, Plug Power, CP Chemicals, Olin, Danimer Scientific, Gevo, GM, Fulcrum Bioenergy, Blackrock, Eastman, Suez, Darling Ingredients, Amazon, Refinitiv, Goodyear, E3 Metals Corp., Arakawa Chemical, Asahi Glass, Avantor, Chevron Lummus Global (CLG), Covestro, Henkel, Kureha, Lotte Chemical, McDermott, Nampak Plastics, NewMarket, Nissan Chemical, Polytek, Sika, Univar, Acron, Air Liquide, Air Products, GameStop, Chevron, Total, Michelin, Kraton, ARLANXEO
C-MACC Sunday Recap 52
Into The Great Wide Open: Voids Apparent Between Pricing, Energy Company Strategies, and Climate Preferences
- This report highlights the dramatic difference between US and Asia prices for several commodity chemicals/polymers, questioning whether Asia demand growth can absorb local surpluses before Asia supply impacts the US. Unlikely but possible.
- We also question what is next for the oil and gas industry. Do higher oil prices lead to a blinkered repetition of old habits, or do ESG pressures catalyze some needed out of the box thinking and what may look like risky strategic pivots.
- In the ESG and Climate space, we continue to push the idea that no “one size fits all” solution exists. Many of the evangelists show analysis that favors their ideas but often makes unreasonable assumptions to get there.
Last week we discussed 27 Chemical and related products and 103 Companies.
See PDF below for all charts, tables and diagrams
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