Daily Chemical Reactions

Back To Basics – Global Cost Curve Developments Return To Focus After Lengthy Dislocation Period
January 27, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Chlor-Alkali, Ethylene, Siloxanes, Methanol, Lithium, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Dow, Huntsman, BASF, Wanhua, Covestro, LyondellBasell, Westlake, Formosa Plastics, Shin-Etsu, Hexcel, Methanex, Sherwin-Williams, Valero, Sasol, S-OIL, Arkema, Angel Nickel, Hexion, Posco Chemical, Grupa Azoty, Givaudan, SK Group, Honeywell, Avanguard, Ineos, Lanxess, Danimer Scientific, Li-Cycle, Albemarle, Livent, SQM

Daily Chemical Reaction

Back To Basics – Global Cost Curve Developments Return To Focus After Lengthy Dislocation Period

Key Points:

  • We discuss Dow 4Q results and how recent global cost curve developments favor US commodity chemical producer profit support in 2022. We find the factors supporting our global commodity chemical mega-cycle view in motion.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Dow, Shin-Etsu, Hexcel, Methanex, Sherwin-Williams, Sasol & others).
  • We note relevant ESG items, ranging from Dow sustainability targets to a view of the global lithium market to accompany our recent thematic 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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