Daily Chemical Reactions

Save Your Tears – Global Energy Cost Trends Favor US Petrochemical Profit; RPM Results Discussed
January 5, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Chlor-Alkali, Ethylene, Methanol, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
RPM International, Sherwin-Williams, PPG, Westlake, Olin, Shintech, Formosa Plastics, OxyChem, BASF, Johnson Matthey, LyondellBasell, Braskem, TotalEnergies, Ineos, Advanced Petrochemical, Ashland, Bamberger Polymers, SABIC, Brenntag, Methanex, Univar, Honeywell, Entek, Pertamina, Invista, Callahan Chemical, Plaskolite, The Home Depot, Fidelis, Kolon Industries, Calumet Specialty Products

Daily Chemical Reaction

Save Your Tears – Global Energy Cost Trends Favor US Petrochemical Profit; RPM Results Discussed

Key Points:

  • We discuss RPM results, global petrochemical production cost trends, and a few factors favoring price support in some US commodity chemical chains. 
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., RPM, BASF, Ashland, Ineos, Brenntag, SABIC, PPG, Univar, & others).
  • We note relevant ESG items, ranging from Europe carbon price strength to start the year to several 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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