Daily Chemical Reactions

Here and Now – Specialty Producers Call For Input Costs To Peak Near-Term, Volatility To Remain High
February 8, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Ethylene, Propylene, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Avient, PPG, Sherwin-Williams, BP, Shell, BASF, Linde, Celanese, Dow, LyondellBasell, Valero, Idemitsu Kosan, Petrobras, SSE, Suncor, Air Products, Avantor, Daikin, Eastman Chemical, Sumitomo Bakelite, MOL, Mitsubishi Chemical, Mitsui, H.B. Fuller, Kem One, OMV, TPC Group, Reliance, Sipchem, Trinseo, Nexam, Equinor, LG Chem, Kinder Morgan, Kaneka, Lotte Chem, Petronas

Daily Chemical Reaction

Here and Now – Specialty Producers Call For Input Costs To Peak Near-Term, Volatility To Remain High

Key Points:

  • Specialty chemical producers mostly expect cost inflation to peak in 1Q22. We model a profit drop for US commodity producers in 2H22, but global cost curve and overseas market trends could keep US profits stronger for longer.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Avient, DuPont, LG Chem, Reliance, BASF, Linde, Celanese, & others).
  • We note relevant ESG items that range from sustainable product growth expectations at Avient 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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