Daily Chemical Reactions

Upstream Vibes – Commodity Chemical Cost Inflation To Likely Lessen in 2H22, US Cost Advantage Sturdy
February 1, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Ethylene, Propylene, Carbon Black, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Axalta, PPG, Sherwin-Williams, Enterprise Products, ExxonMobil, Chevron, CP Chemical, Dow, LyondellBasell, Valero, Asahi Kasei, Chemanol, PKN Orlen, Grupa Azoty, Lanxess, DSM, Hexion, Styrolution, Sekisui, Neogen Chemical, Graco, Unipetrol, Vertellus, Sumitomo Chemical, OCI, Kumho Petrochemical, Tokuyama, Harima Chemical, Songwon, Ineos, Gevo, Sinopec, Cameron LNG, Nufarm, BP, SABIC

Daily Chemical Reaction

Upstream Vibes – Commodity Chemical Cost Inflation To Likely Lessen in 2H22, US Cost Advantage Sturdy

Key Points:

  • Specialty chemical producers expect cost inflation to moderate in 2H22. We foresee a profit drop for US commodity producers during this period but find positive long-term factors in motion, pushing energy firms downstream.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Axalta, Enterprise Products, Cabot Corp., ExxonMobil, & others).
  • We note relevant ESG items that range from IEA commentary on upward trending EV sales to multiple renewable fuel industry announcements.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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