Sunday Thematic & Weekly Recap

If you think tight natural gas markets are worrying – just wait!
September 26, 2021
Commodities Mentioned:
PVC, Polypropylene, Polyethylene, Polystyrene, PET, Ethylene, Propylene, Butadiene, Styrene, Silicon, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha, EVA, Butadiene Styrene Rubber, Benzene, Carbon, Biodiesel, Sustainable Aviation Fuel, Biomass, Bisphenol-A, Paraxylene, Ammonia, LNG, Silicone, Siloxane, Vinyl Acetate Monomer (VAM), Acetic Anhydride
Companies Mentioned:
ExxonMobil, SABIC, Shintech, Baystar Polymers, LyondellBasell, Dow, OxyChem, Westlake, CP Chemical, Axalta, PPG, Sherwin-Williams, Braskem, Chandra Asri, W.R. Grace, Eni, Huntsman, LG Energy, Merck KGaA, OCI, SCG Chemicals, SK Innovation, Solvay, Baker Hughes, Shell, Reliance, Sinopec, INEOS, Petrobras, Denbury, Mitsubishi, Formosa Plastics, Nova Chemicals, Flint Hills, Enterprise Products, Freeport LNG, Kumho Petrochemical, LG Chem, Chang Chun Chemical, CF Industries, Henkel, Trinseo, Croda, Jiaxing Petrochemical, MEGlobal, BASF, AGL Energy, Starlinger, Asahi Kasei, ConocoPhillips, Evergrande, ALPLA, Cosco Shipping, H.B. Fuller, KB Homes, Flux Power, Honeywell, Gevo, JSR, Shanghai Secco, SIBUR, Roehm, Jurong Chemical, Kuwait Aromatics, Centrica, Nestle, Lummus, Burger King, ENGIE, Salesforce, Technip Energies, Chevron, Aemetis, Darling Industries, Fulcrum Bioenergy, Deloitte, Linde, Talos, Celanese, Wacker Chemie, Kuraray, Sipchem, Dairen, Arkema, Borealis, Airbus, Petrochina, Cummins, Lenzing, Technip, Maersk, Microsoft, Faurecia, Elkem, Shin-Etsu, Momentive

C-MACC Sunday Thematic & Weekly Recap 85

If you think tight natural gas markets are worrying – just wait!

  • Disruptive inflation appears likely across many product chains later this decade as ESG initiatives and related pressure constrain spending while demand grows.
  • Inflation in natural gas, some natural gas liquids, and several metals is most visible today. More commodities will face inflation if investments do not pick up.
  • Plastic is a clear example, as demand growth would need to fall by 65% versus history for needs to be met by increased recycled products and renewables.
  • Other chemicals and fuels will also be in short supply, causing steep price rises unless further investment is allowed – even if new rules apply to the investments  
  • Otherwise, we talk about near-term surpluses, which should be more evident soon and depress prices in 2022, creating another constraint to investment.  

Last week we discussed 30 Chemicals and related products and 96 Companies.

See PDF below for all charts, tables and diagrams

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