Sunday Thematic & Weekly Recap

The New Stuff – Driven By Sustainability or High Prices?
November 21, 2021
Commodities Mentioned:
PVC, Polypropylene, Polyethylene, Polyurethane, Polycarbonate, PET, Propylene, Ethylene, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha, Recycled Resin, Coal, Gasoline, Aviation Fuel, Methanol, Urea, Benzene
Companies Mentioned:
LyondellBasell, CP Chemical, Dow, ExxonMobil, Westlake, Shintech, Formosa Plastics, OxyChem, Olin, Enterprise Products, Flint Hills, Eni, Jera, Meg Energy, Pertamina, Shell, Adnoc, Borealis, Cabot, DIC, DL Chemical, Givaudan, Hafnia, Heranba Industries, Hexion, Sinostar, Jindal Poly Films, Nissan Chemical, Meghmani Finechem, Trafigura, EOG, Hanwha Total, Tatneft, Nippon Paint, Repsol, Sabic, Sinopec, Danimer Scientific, Nova Chemicals, Freeport LNG, Colonial Pipeline, Compass, Evonik, Grasim, Kemira, Lonza, Neo Perf. Materials, Nufarm, PI, Casper, Apple, Haldor Topsoe, Emirates, H2X Global, Morrisons, Thyssenkrupp, Tevva, Johnson Matthey, Samsung, LG, Tesla, BASF, Cheniere, Navigator Gas, Northern Petrochemical, Engie, Coca-Cola, Air Products, Gulf Coast Sequestration, Braskem, Huntsman, Trinseo, Sun Chemical, Dynasol Group, CF Industries, IMCD, Showa Denko, Toray, Vinnolit, Mitsui Chemicals, Gevo, Sweetwater Energy, Polyplastics, Renault, Circulus, Lion Energy, Berry Global, Chemours, Equinor, Airbus, Macy’s, Target, Kohl’s, T.J. Maxx, Ford, Arkema, Epsilyte, KPIC, Lummus, Axens, Lithium Americas, Helmerich & Payne, Korea Gas, Phillips 66, Cepsa Chemicals, Solvay, UniteChem, Yara, TotalEnergies, Bridgestone, Michelin, Borouge, ALPLA, Maersk

C-MACC Sunday Thematic & Weekly Recap 93

The New Stuff – Driven By Sustainability or High Prices?

  • Many new product/venture announcements are hiding behind sustainability and ESG claims but may need continued high prices for alternatives to be viable.
  • Historically, commodity price peaks encouraged high-cost ideas that turned unprofitable when prices fell to more normal levels – this may be happening again
  • Expectations are high that customers will pay for a better sustainability label, but questions remain about how much they will pay and for how long
  • Carbon values and carbon capture are in focus, following COP26.  We discuss the implication for relative costs and the growing importance of valid price points.
  • Otherwise, we look at energy shortages and weakening US chemical prices.

Last week we discussed 23 Chemicals and related products and 114 Companies.

See PDF below for all charts, tables and diagrams

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