Commodities Mentioned:
Acetic Acid, Ammonia, Base Oil, Benzene, Biofuels, Carbon Dioxide, Caustic Soda, Crude, Naphtha, Ethylene, Hydrogen, LNG, Methane, Methanol, MTBE, Natural Gas, NGLs, Paraxylene, PVC, Polystyrene, PET, Polyethylene, Propylene, Polypropylene, PTA
Companies Mentioned:
Air Liquide, AkzoNobel, Alpek, Aemetis, Aramco, Baker Hughes, Bamberger Polymers, BASF, Bayer, Borealis, Braskem, Bridgestone, Celanese, Chart Industries, ChemChina, Cheniere, Closed Loop Partners, ConocoPhillips, Covestro, CP Chemical, Cummins, Danimer, Dow, DSM, Eneos, Equate, Evonik, ExxonMobil, Formosa, Formosa Plastics, Freeport LNG, Gazprom, Golden Pass LNG, Great Wall Motor, Gunvor, Henkel, Hexion, Huntsman, Inter-Pipeline, Kinder Morgan, Lanxess, LG Chem, Linde, LyondellBasell, Maersk, Mitsubishi, Mitsubishi Chemical, NextDecade, Nova Chemicals, Occidental, OQ Chemicals, Orsted, Pertamina, PetroChina, Petronas, Plug Power, RPM International, SABIC, Sadara, Shell, Sherwin Williams, Sika, Sinochem, Sinopec, SK Innovation, Stellantis, Sumitomo Chemical, Technip, Total, TPC Group, TPL, Trinseo, Unilever, Versalis, Volkswagen, W.R. Grace, Westlake
C-MACC Sunday Recap 60
The Politics of Dancing: This Time The US Needs To Be In Step
- Behind the shortness of product and peak pricing for many products in the US is a growing uncertainty concerning the future investment landscape. The Biden Infrastructure plan is too ambitious, and the ESG crowd cannot see the big picture
- We highlight several pricing extremes, not just in the US, most of which are logistic-driven rather than capacity-driven but could take months to resolve. The capacity is there, but its ability to operate and trade constraints are the issues.
- In our ESG and climate work, we discuss funding, especially as it applies to transition investments, and how easily it could be to get it all wrong. For the first time in decades, the US needs government intervention. We are not hopeful.
Last week we discussed 25 Chemical and related products and 75 Companies.
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