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

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