Daily Chemical Reactions

Maybe Tomorrow – Energy & Agricultural Markets Remain Tight, Global Chemical Markets Mixed
February 4, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Ethylene, Benzene, Propylene, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Corteva, Covestro, Air Liquide, SABIC, DCW, Shell, Eastman, Solvay, Kao, BASF, ConocoPhillips, ExxonMobil, Siemens Gamesa, Berry Global, Borealis, Venture Global, Balaji Amines, Atotech, Coromandel International, Tosoh, Kureha, Nissan Chemical, Piedmont Lithium, ArcelorMittal, BP, Braskem, Eaton, Gorman-Rupp, Amazon, Honeywell, Alpla, TotalEnergies, Phillips 66, Umicore, Fortescue, Ford

Daily Chemical Reaction

Maybe Tomorrow – Energy & Agricultural Markets Remain Tight, Global Chemical Markets Mixed

Key Points:

  • Global energy and agricultural markets remain tight, which we think will likely spur an uptick in production. Global chemical markets remain mixed, and we find growth Capex in new world-scale projects facing constraints.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Corteva, SABIC, DCW, Shell, Eastman, Solvay, Kao, BASF, & others).
  • We discuss relevant ESG items, ranging from the headwinds facing wind market growth projects to Air Liquide’s bio-methane facility announcement. We flag our recent ESG research discussing wind and solar markets 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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