Daily Chemical Reactions

Higher Ground – Consumer Price Strength Broadly Reported, Global Chemical Sector Margins Varied
February 10, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Ethylene, Benzene, Carbon Black, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Unilever, Petrobras, JERA, Trinseo, Tokai Carbon, Peabody Coal, ArcelorMittal, TotalEnergies, Hempel, DuPont, Neste, Honeywell, Kansai Paint, K+S, Firmenich, Petronet, MiRO, Nagae, Odfjell, Sika, Bunge, Coveris, Enphase Energy, LyondellBasell, ExxonMobil, Cyclyx, Ineos, GenCell, Inpex, Evergreen, Samsung, Morningstar, PepsiCo, Coca-Cola, XPO Logistics

Daily Chemical Reaction

Higher Ground – Consumer Price Strength Broadly Reported, Global Chemical Sector Margins Varied

Key Points:

  • Global chemical sector margins remain varied by product chain, region, and level of feedstock integration. We expand upon our recent research on consumer price inflation and many optimistic profit projections for 2H22.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., TotalEnergies, Trinseo, Neste, DuPont, Sika, Honeywell, Unilever, & others).
  • We discuss relevant ESG items that range from displaying recent ethanol price movements in the US and flagging Neste 4Q21 results to several ESG market trends. 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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