Daily Chemical Reactions

Escape Plan – US Natural Gas Products Face Export Limitations, Industrial Inflationary Pressures High
February 15, 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:
3M, Michelin, DSM, BASF, Dow, Nova Chemicals, LyondellBasell, Westlake, OxyChem, Glencore, Clariant, Apollo, PTTGC, AkzoNobel, Shell, Aramco, PG&E, Enbridge, Continental, DIC, DCM Shriram, Kaneka, Kiri Industries, Bodal Chemicals, Chemanol, Givaudan, Grasim Industries, Showa Denko, Nippon Paint, Technip Energies, Petronas Chemicals Group, Kinder Morgan, Air Liquide, USA BioEnergy, ExxonMobil, Umicore, Rio Tinto, Sealed Air

Daily Chemical Reaction

Escape Plan – US Natural Gas Products Face Export Limitations, Industrial Inflationary Pressures High

Key Points:

  • US natural gas and related petrochemical production reflects a significant cost advantage relative to Europe and Asia, amid product export outlet limits. We discuss the latest US PPI posting and global ethylene margin trends.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., 3M, Michelin, PTTGC, Glencore, LyondellBasell, Kinder Morgan, & others).
  • We note relevant ESG items that range from California renewable biofuel developments to multiple industrial reports citing emission-reduction goals.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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