Commodities Mentioned:
PVC, Polypropylene, Polyethylene, Polyurethane, Polystyrene, Polycarbonate, PET, Methanol, Ethylene, Benzene, Propylene, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha, Carbon, Zinc, Copper, Cobalt, Aluminum, LNG, Methane, Polyester, Carbon Fibre
Companies Mentioned:
LyondellBasell, CP Chemical, Dow, ExxonMobil, Nova Chemicals, Shell, Braskem, Ineos, Pinnacle Polymers, BASF, Chevron, Enbridge, Petrobras, Arkema, Alto Packaging, Asian Paints, Firmenich, Givaudan, Lanxess, Eni, Versalis, IMCD, Maire Tecnimont, OQ, Sabic, Saint-Gobain, Solvay, Symrise, Wood Group, Worley, MOL Petrochemicals, Technip Energies, Elysian Carbon Mgmt., Fortescue, Westlake Chemical, Aramco, Ascend, Meridian Adhesives, American Sealants, Clariant, Reliance, Ampacet, W.R. Grace, LG Energy, Trafigura, EQT, JERA, Adnoc, Umicore, Volkswagen, Visa, Vestas, Woodside Energy, Chart Industries, Howden, PetroChina, Gevo, Kolmar, Suntien Green Energy, Siemens Gamesa, KOGAS, Pioneer Natural Resources, Freeport McMoRan, Codelco, BHP, Glencore, Southern Copper, Teck Resources, Rio Tinto, Barrick, Newmont, Albemarle, Livent, Janus Henderson, Golden Pass, Eastman, Shintech, Formosa Plastics, OxyChem, Polyplex, Nexeo Plastics, Energy Transfer, Cheniere, ConocoPhillips, Kinder Morgan, Cummins, Viva Energy, Pioneer Energy, Restoration Hardware, Mubadala, Sibur, TotalEnergies, Elkhart Composites, Landstar, Amazon, Dr. Martens, Caterpillar, CF Industries, Nutrien, DuPont, Advent, Carlyle, Sinopec, Sumitomo Chemical, Kraton, DL Chemical, Enterprise Products, Equinor, Hess, TechnipFMC, Oriental Energy, Mitsubishi Chemical, DSM, BP, Monolith Materials, Borealis, Yara, Vulcan Energy, Costco, Burckhardt Compression, Polief
C-MACC Sunday Thematic & Weekly Recap 96
Inaction, Caused By Inflation Fears, Is Driving More Inflation!
- A constant pushback on US carbon pricing is that it would increase consumer costs – we would argue without such a framework, inflation may be worse.
- Too many products necessary for energy transition already see cost/price inflation; some from initiatives moving too fast and some from not moving at all.
- ESG-driven curbs on investment in unpopular industries are creating shortages for materials and fossil fuels and neither government action nor inaction is helping.
- While we are forecasting a chemical and polymer mega-cycle once the current wave of capacity is absorbed, it is already here for many metals and natural gas.
- Costs could move more dramatically in favor of the Middle East and N. America.
Last week we discussed 26 Chemicals and related products and 121 Companies.
See PDF below for all charts, tables and diagrams
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