Sunday Thematic & Weekly Recap

Unintended – European Support For Natural Gas Could Lift Short-to-Medium Term Demand Much More Than Supply
January 9, 2022
Commodities Mentioned:
PVC. Polyethylene, Polypropylene, Polystyrene, PET, Ethylene, Lithium, Propylene, Lithium, Nylon 6,6, Carbon Dioxide, Hydrogen, Natural Gas, NGLs, Crude Oil, Naphtha, Chlor-Alkali, Methanol, Uranium, Biopolymers, Methane, LNG, RNG, Cobalt
Companies Mentioned:
Dow, LyondellBasell, CP Chemical, ExxonMobil, Formosa Plastics, Ineos, Nova Chemicals, Enterprise Products, Flint Hills, BASF, 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, RPM International, Sherwin-Williams, PPG, Westlake, Olin, Shintech, Formosa Plastics, OxyChem, Johnson Matthey, 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, Invista, Celanese, Röhm, Williams, Larson & Toubro, Reliance, British Lithium, Albemarle, SQM, Livent, Merck KGaA, HPL. Henkel, Eaton, BHP, WeylChem, WL Plastics, Honda, Atome Energy, Renewable Energy Grp, Amber Resources, Moog, Bed Bath & Beyond, Lotte Chemical, Hyundai, Wanhua, Pemex, Shell, Stelco, EOG, Symrise, Mitsui, JERA, Mitsubishi Heavy Industries, Navigator CO2 Ventures, NET Power, Samsung Electronics, Panasonic, Schneider Electric, Tesco, Rivian, Phillips 66, Everfuel, Walmart, Danimer Scientific, Origin Materials, Ginkgo Bioworks, PureCycle Technologies, Amyris, Darling Ingredients, Cosan, Alto Ingredients, Green Plains, REX America Resources, Gevo, Aemetis, Juniper, Sasol, Fulcrum Bioenergy, Archaea Energy, Chevron, Cheniere, Freeport LNG, Venture Global, Alcoa, Freeport McMoRan, Wacker Chemie, Huntsman, Solvay, Hexcel

C-MACC Sunday Thematic & Weekly Recap 100

Unintended – European Support For Natural Gas Could Lift Short-to-Medium Term Demand Much More Than Supply

  • Broad acceptance of natural gas as a critical transition fuel must come with incentives to encourage production, or markets will tighten – prices will increase.
  • Some production and all export investments require long-term offtake agreements, but buyer demand considerations expectations may be shorter-term.
  • One likely consequence is that the LNG market sees lower investment from independents and more direct activity from the methane owners in the future.
  • Separately, we discuss the evolution of China’s chemical and refining industry, using South Korea in the 90s as a possible proxy.
  • Otherwise, we look at US ethylene and propylene prices, broader inflation, and its impact on chemical earnings, reshoring, and plastic waste-to-hydrogen plans. 

Last week we discussed 24 Chemicals and related products and 132 Companies.

See PDF below for all charts, tables and diagrams

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