Daily Chemical Reactions

Lil Bit – Supply Chain Issues To Remain Far From Normal In 2022, A Plus For Western Commodities
February 2, 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:
ExxonMobil, Daicel, Domo Chemicals, Ube Industries, Driftwood LNG, Galp, Marathon Petroleum, Shell, Sinopec, Tellurian, CNOOC, TotalEnergies, Alpek, Ascend, LyondellBasell, Nippon Kayaku, Henkel, Gurit, BP, Arsenal Capital, ATP Group, Entegris, Exide Industries, Lanxess, SABIC, Braskem, Nexus Circular, Sempra, Avangard, Danimer Scientific, Amundi, Honeywell, Emerson, Orsted, GM, D.R. Horton

Daily Chemical Reaction

Lil Bit – Supply Chain Issues To Remain Far From Normal In 2022, A Plus For Western Commodities

Key Points:

  • Supply chain indicators reflect a bit of improvement YTD, but we do not expect a quick return to normal in 2022. The risk is high that commodity prices stay stronger-for-longer and specialty margins remain under pressure.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Ube Industries, ExxonMobil, Ascend, Daicel, Marathon Petroleum, & others).
  • We discuss relevant ESG items that range from European carbon dioxide (CO2) values hitting a record level to views on US carbon and hydrogen hubs. We also highlight our latest ESG weekly research 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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