Daily Chemical Reactions

Turn The Page – A Case For US Commodity Chemical Equity Outperformance; Mega-Cycle View Emerging
December 31, 2021
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Ethylene, Benzene, MDI, TDI, Maleic Anhydride, Lithium, Copper, Aluminum, Nickel, Cobalt, Carbon Dioxide, Hydrogen, Methanol, Crude/Naphtha, Natural Gas/NGLs
Companies Mentioned:
Dow, LyondellBasell, Westlake, Huntsman, PPG, Sherwin-Williams, Eastman Chemical, BASF, Covestro, Wanhua, ExxonMobil, Paloma, Pemex, Alcoa, Archaea Energy, Tesla, Hertz, IKEA, Hunter Douglas, Goodrich, Electra, Glencore, Chemtrade, Enterprise Products, Nova Chemicals

Daily Chemical Reaction

Turn The Page – A Case For US Commodity Chemical Equity Outperformance; Mega-Cycle View Emerging   

Key Points:

  • US commodity chemical industry profit peaked in 2021, but producer equities underperformed other chemical sub-sectors. We provide a case for why commodity chemical equities could outperform most peers in 2022.
  • We discuss pertinent energy, chemical, and other corporate updates (e.g., Archaea Energy, ExxonMobil, Pemex, Paloma, Chemtrade, IKEA, & others).
  • We highlight relevant ESG items worth notice, ranging from carbon price trends in Europe to broader clean energy input cost inflation. See our ESG weekly, 2022 – Policy Key, But Inflation Will Distract – Maybe Beneficially.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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