Daily Chemical Reactions

No Place Like Home – Global Chemical Cost Curve Steepens, US Production Margins Find Support
February 11, 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:
Astrotech, BASF, Orbia, Dow, ExxonMobil, Baystar, Sabic, LyondellBasell, Shell, TotalEnergies, PBF, Petrobras, Idemitsu, Ineos, Enbridge, Duke Energy, Rosneft, Chemours, Chemanol, EMS Group, Pemex, Interpipeline, Cosmo Energy, Borouge, ArcelorMittal, Kumho Petrochemical, Kemira, Akzo Nobel, Sensient, Unipetrol, Technip Energies, Ford, GM, Stellantis, Repsol

Daily Chemical Reaction

No Place Like Home – Global Chemical Cost Curve Steepens, US Production Margins Find Support

Key Points:

  • The global petrochemical production cost curve steepened this week in favor of US producers. We discuss supply chain and logistic health indicators and highlight several global end-market product demand market updates.
  • We flag pertinent energy, chemical, and other corporate updates (e.g., Flux Power, Chemours, Linde, Bloom Energy, Ineos, Borouge, IMCD, & others).
  • We discuss relevant ESG items, ranging from multiple corporate reports worth notice to a US E-scrap export ban heading to the Senate. We flag our recent ESG research examining Government ESG/Energy activity 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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