Daily Chemical Reactions

Staring At The Sun – Demand Expectations High, But Global Supply & Cost Uncertainties Limit Activity
January 4, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Ethylene, Propylene, Lithium, Nylon 6,6, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Enterprise Products, BASF, Dow, LyondellBasell, CP Chemical, ExxonMobil, CNOOC, Reliance, Trinseo, Southwestern, GEP, LG Energy, Baker Hughes, Ford, Tesla, GM, Volkswagen, Toyota, NextDecade, GAF Energy, Firefinch, Ganfeng Lithium, Clariant, SK Capital, Shurtan Gas Chemicals, Petrobas, Vibra, Petronas, Odfjell JV, BP, Varo

Daily Chemical Reaction

Staring At The Sun – Demand Expectations High, But Global Supply & Cost Uncertainties Limit Activity

Key Points:

  • Western chemical producers enter 2022 with significantly higher margins on avg. relative to Asia peers. We discuss a few recent corporate views and why we think growth capex activity could remain limited in the near-term.
  • We flag pertinent energy, chemical and other corporate updates (e.g., LG Energy, BASF, Ford, Tesla, Petronas, GAF Energy, NextDecade, & others).
  • We note relevant ESG items worth notice, ranging from a delayed FID on a green USGC LNG project to a solar shingle product launch worth notice.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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