Daily Chemical Reactions

The Next Episode – Raw Material Costs Could Stay Stronger for Longer, Demand Growth Is Critical
January 25, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Ethylene, Propylene, MEG, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
3M, Ganfeng Lithium, Lithium Americas, Albemarle, SQM, Livent, Shikoku Chemicals, Trinseo, Showa Denko, Axalta, Westlake Chemical, Braskem, Eni, Halliburton, Schlumberger, Shell, Total Energies, Tesla, Hexion, Invista, LG Chem, Lotte Chemical, JG Summit, Reliance Industries, Sumitomo Chemical, Wood, Borouge, ADM, Danimer, ExxonMobil, Iberia, Heartland, Technip Energies, Neste, Victrex, Sabic

Daily Chemical Reaction

The Next Episode – Raw Material Costs Could Stay Stronger for Longer, Demand Growth Is Critical

Key Points:

  • Input cost inflation remains a major margin headwind for many specialty producers, with commodity players reaping the benefits. We highlight a few product chains and discuss why this setting may not dissipate quickly.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Ganfeng Lithium, 3M, Shikoku Chemicals, Trinseo, Showa Denko, & others).
  • We note relevant ESG items, ranging from a breakdown of materials used in the energy transition to several global renewable industry updates.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

Contact us to subscribe to our services and gain access to full content.