Commodities Mentioned:
PVC, Polypropylene, Polyethylene, Polyurethane, Polystyrene, Polycarbonate, PET, Methanol, Ethylene, Lithium, Bitumen, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha, Propylene, Carbon, Coal, LNG, Asbestos, Packaging, Nickel, Toluene
Companies Mentioned:
LyondellBasell, CP Chemical, Dow, ExxonMobil, Formosa Plastics, Ineos, Nova Chemicals, Enterprise Products, Flint Hills, Methanex, SCC, Mitsui Chemicals, Celanese, Natgasoline, BASF, Hexion, Posco, Pilbara Minerals, Petronas, YNCC, Westlake, OxyChem, Shintech, KEM One, Baker Hughes, FMC, Novozymes, Perstorp, ProAmpac, OMV, Trinseo, Nike, Henkel, Baystar, Rio Tinto, Sempra Energy, CNOOC, Afyren, Spray-Tek, Brenntag, Clariant, Geon, IMCD, Cargill, Croda, GS Caltex, Bloom Energy, TotalEnergies, Shell, Maersk, Minerva Bunkering, Pemex, ENEOS, GE, Rosneft, Hyundai Engineering, Suominen, Calpers, FedEx, Port of Rotterdam, Air Products, Danimer Scientific, Fulcrum Bioenergy, SK Capital, Venture Global, Olin, Braskem, Aramco, Arlanxeo, Petrobras, Cummins, Sinopec, Neste, Tokuyama, Chevron Lummus, PPG, Covestro, Eurochem, Sinomax, Huayou, Hyundai Chemical, Minmetals, Teijin, SK Geo Centric, Huawei, Lightsource BP, Chevron, KBR, Kolon Industries, K+S, Holcim, RH
In Case You Missed It – A Controversial Idea For Coal
- As the “Build Back Better” plan looks less likely in the US we would expect compromises that provide greater opportunities for “clean” US fossil fuel.
- While the need for more LNG is glaringly apparent, we provide a compelling case for using abundant, low-cost US coal to produce cheap blue hydrogen.
- Hydrogen is likely to be supply-constrained, and clean blue hydrogen from coal is possible relatively quickly and does not rely on unproven new technology.
- The investor and litigation backlash from throwing support towards coal would likely be significant, and any lifeline would need stringent emission regulation.
Last week we discussed 25 Chemicals and related products and 92 Companies.
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