Daily Chemical Reactions

Hot In Herre – Commodity Margin Support, Supply Chain Resets, Still Strong Demand Lead 2022 Views
January 26, 2022
Commodities Mentioned:
Methanol, Silicones, Polysilicon, Plastics (PVC, PP, PE, PU, PC, PET, etc.), Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Methanex, Southern Chemical, Mitsui Chemicals, Celanese, WACKER, Natgasoline, BASF, Dow, LyondellBasell, Innospec, Arkema, Siam Cement, Air Liquide, Avantium, Chevron, Lonza, Trafigura, Eneos, Shell, Invista, LG Chem, GM, Huber Eng. Materials, McPhy, Novaria Group, Evonik, Danimer Scientific, ArcelorMittal, Hyundai Oilbank, Samsung Engineering, Posco, Lotte Chem, Novonix, Nagase Spec. Materials, Pingmei Shenma, Monentive, Shin-Etsu, GCL

Daily Chemical Reaction

Hot In Herre – Commodity Margin Support, Supply Chain Resets, Still Strong Demand Lead 2022 Views

Key Points:

  • Chemical producer business updates highlight persistent efforts to offset higher costs and supply chain issues with higher prices. This report discusses several major trends ringing positive for commodity producers in 1Q22.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Methanex, WACKER, Siam Cement, Air Liquide, Avantium, & others).
  • We note relevant ESG items, ranging from a global push toward greener polymer products to European carbon values near an all-time high. We also highlight our weekly ESG thematic published later today in LINK.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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