Daily Chemical Reactions

When The Dirt All Settles – Price Hikes In Focus For 1H22, Margin Volatility Unlikely To Quickly Dissipate
February 9, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Ethylene, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Navigator Holdings, Enterprise Products, Nova Chemicals, ICL, Albemarle, Lanxess, AkzoNobel, PPG, Sherwin-Williams, AGC, Azelis, Avient, BluePallet, Amcor, Covestro, Whiting, Maersk, Repsol, Magellan, Equinor, Compass Minerals, Deep Polymers, DuPont, Elkem, Idemitsu Kosan, Kuraray, Linde, Mitsubishi Gas Chemical, OCI, Osaka Soda, PetroChina, Samsung Engineering, Sappi, Showa-Denko, Toyo Engineering, Zochem, LyondellBasell, ExxonMobil

Daily Chemical Reaction

When The Dirt All Settles – Price Hikes In Focus For 1H22, Margin Volatility Unlikely To Quickly Dissipate

Key Points:

  • Specialty chemical producers mostly frame a picture of price hikes in 1H22 to catch up with higher raw material costs before global supply chains begin to loosen. We foresee a more volatile 2H22 than suggested in most outlooks.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., AkzoNobel, ICL, Kuraray, FMC, OCI, Covestro, ExxonMobil, & others).
  • We discuss relevant ESG items, ranging from EU CO2 values reaching a record high this week amid rising global carbon values to multiple circular market updates. 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

Contact us to subscribe to our services and gain access to full content.