Daily Chemical Reactions

Back Then, Right Now – Shareholder Activists Come Forth, Corporate Activity Records Under Review
January 13, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Propylene, Ethylene, Steel, Aluminum, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Huntsman, LyondellBasell, Johnson Matthey, SABIC, Aramco, PKN Orlen, OMV, Borealis, Honeywell, Covestro, Petrobras, Novatek, DSM, Lukoil, ExxonMobil, Synthomer, Posco, Adani, Imperial Oil, Piedmont Lithium, Maire Tecnimont, Eni, EH Group, Maersk, Yara, Lantmannen, Novelis, Hyzon Motors, Shell, Delta Air Lines, TSMC, Westlake, Olin

Daily Chemical Reaction

Back Then, Right Now – Shareholder Activists Come Forth, Corporate Activity Records Under Review

Key Points:

  • We discuss news of mounting activist pressure in chemicals and energy, and we frame activity on this front specifically at Huntsman. We foresee chemical sector portfolio restructuring activity remaining high in 2022.    
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Huntsman, Johnson Matthey, OMV, Honeywell, SABIC, Covestro, & others).
  • We note relevant ESG sector items, ranging from electricity generation trends by country to research titled, Hydrogen – Hype, Hope, and Headlines.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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