Daily Chemical Reactions

Hot Patootie – Commodity Chemical Sentiment Turns Positive, Coming Mega-Cycle a Dead Ringer for Love
January 21, 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:
Dow, LyondellBasell, Westlake, Formosa Plastics, Nova Chemicals, PPG, Asian Paints, Sherwin-Williams, Ecolab, BASF, Air Liquide, SABIC, ExxonMobil, Shell, Pemex, Baker Hughes, Schlumberger, Kinder Morgan, Siemens, Rio Tinto, GAIL, DuPont, DuluxGroup, IFF, Khaitan C&F, Sunlit Chemical, Yansab, UPL, Blackstone, Invesco, Asahi Kasei, Evonik, LG Chem, TotalEnergies, Unilever, Toyota

Daily Chemical Reaction

Hot Patootie – Commodity Chemical Sentiment Turns Positive, Coming Mega-Cycle a Dead Ringer for Love

Key Points:

  • US commodity chemical industry profit peaked in 2021, with a YoY drop ahead for the industry in 2022. This view has been a critical negative case against sub-sector investment – we discuss why sentiment is turning positive.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., PPG, LyondellBasell, KPIC, SABIC, ExxonMobil, Ecolab, BASF, & others).
  • We note relevant ESG items, ranging from thoughts on Houston CCS to our research titled, Sustainable Fuels – Fields of (Achievable) Dreams. We also highlight our 2H21 Thematic report discussing the Houston CCS project titled Carbon Capture For Houston: ExxonMobil Assembles a Team.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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