Daily Chemical Reactions

Shivers – US Price Inflation in 2021 Notably Outpaced Asia, 2022 Now in Focus; Strategic Reviews Ongoing
December 29, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Ethylene, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Huntsman, Trinseo, Arkema, Westlake Chemical, Dow, LyondellBasell, ExxonMobil, Clariant, BASF, Aspen Aerogels, Flotek, Haldia Petrochemical, Aramco, Petrobras, Shell. Sinopec, Repsol, Energy Transfer, Apache, Pemex, Grasim Industries, Heranba Industrias, Lotte Chemical, Huayou, Arcadia Lithium, Total, Braskem, Ineos, Nabaltec, Petronas, Kyocera, Big Sky Recycling, Maersk, Northvolt, Tesla, Canadian Tire Corp.

Daily Chemical Reaction

Shivers – US Price Inflation in 2021 Notably Outpaced Asia, 2022 Now in Focus; Strategic Reviews Ongoing     

Key Points:

  • US consumer price inflation in 2021 surged in the US relative to Asia, but we do not see a repeat of this development in 2022. We discuss US price-led profit strength and strategic reviews as sector players streamline portfolios.
  • We flag pertinent chemical and other corporate updates (e.g., Huntsman, BASF, Maersk, Flotek, Northvolt, Pemex, Aramco, Shell, Kyocera & others).
  • We note relevant ESG items worth notice, ranging from global hydrogen developments to renewable industry investment trends. We also highlight our weekly ESG thematic published later today in LINK.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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