Daily Chemical Reactions

Take That Job And Shove It – Labor Concerns Rise As A 2022 Risk, Logistic & Input Cost Issues Still Notable
January 14, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Ethylene, Propylene, Benzene, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Sherwin-Williams, Axalta, PPG, Westlake, Dow, LyondellBasell, SABIC, EDF, DIC, LG Energy, Enterprise Products, Magellan Midstream, Titan LNG, PKN Orlen, Aramco, Shamrock, Benvic, Neste, Indorama Ventures, Sun Chemical, Reliance Industries, Borealis, Johnson Matthey, Gabriel-Chemie, Novelis, Lanza-Jet, Synova, Shell, Ventile, Cyclum, Wolf Midstream

Daily Chemical Reaction

Take That Job And Shove It – Labor Concerns Rise As A 2022 Risk, Logistic & Input Cost Issues Still Notable

Key Points:

  • Recent chemical producer updates and macro news provides evidence of mounting concerns with sourcing labor in the US. We discuss the Sherwin-Williams business update and flag several emerging risk factors to consider. 
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Sherwin-Williams, LyondellBasell, SABIC, EDF, DIC, LG Energy, & others).
  • We note relevant ESG items, ranging from levers needed to decarbonize LNG to our 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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