Commodities Mentioned:
ABS, Acrylonitrile, Amines, Benzene, BPA, Carbon, Caustic Soda, Coal, Crude, Naphtha, EDC, Ethylene, Hydrogen, Isocyanates, Lithium, Methacrylates, Methanol, Natural Gas, NGLs, Oxo-alcohols, PVC, Polypropylene, Polyethylene, Polystyrene, PET, Polybutadiene Rubber (PBR), Polyester, Propylene, Propylene Oxide
Companies Mentioned:
Accenture, Adient, ADNOC, Air Canada, Air Products, AOC, Aramco, ArcelorMittal, Axalta, BASF, Berkshire Hathaway, Berry Global, BHP, BP, Braskem, Carbon Capture Coalition, Carvana, Celanese, Cemex, Chevron, Clariant, CNOOC, CP Chemical, Danimer Scientific, Devon, Dollar General, Dow, DuPont, Elkem, Enterprise Products, Equipolymers, ExxonMobil, Flotek, Formosa, Geely, Gulf Coast Sequestration, Haldor Topsoe, Hanwha Chemical, H-E-B, Hexion, Honda, IHS, Ineos, Inovyn, Johnson Matthey, Kronos, Lennar, LyondellBasell, Mars Wrigley, MBCC Group, McCormick, Methanex, Mitsubishi Chemical, Mitsui Chemicals, Natgasoline, Navigator Holdings, NextDecade, Nippon Paint, Nova Chemicals, Nucor, Nuveen, Olin, OQ Chemicals, OxyChem, PEMEX, Phillips 66, Pilbara, PPG, PTT Global, Repsol, SABIC, SGL Carbon, Shell, Shintech, Sika, Sinocompound, SK Innovation, Solvay, Southern Chemical Company, Sumitomo, Swiss Re, Synfuels, Tata Chemicals, Tilt Renewables, Total, Toyota, Unilever, Volkswagen, VW, W.R. Grace, Wacker, Westlake, Zhejiang Satellite
C-MACC Sunday Recap 58
Re-Make Re-Model: Recyclers Will Try and Will Find A Way
- A collaborative disconnect is driving behavior to dispose of waste plastic rather than re-use it. It is an inevitable outcome of companies trying to control what they can manage without the broad coordination needed for large-scale re-use.
- In our ESG work, we regularly discuss this topic and the wrongly named “advanced recycling” promoted by major plastics producers as an example. As polymer prices rise, the lack of available recycled material is more apparent.
- This week, we also focused on the investment decisions driven by more robust demand and a recent surge in near-to-medium-term cash flow expectations.
Last week we discussed 29 Chemical and related products and 93 Companies.
See PDF below for all charts, tables and diagrams
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