Daily Chemical Reactions

Right Down The Line – Domestic Market Indicators Support Case For Industrial Production Reshoring
February 16, 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:
CF Industries, Alpek, LyondellBasell, Braskem, Aramco, BASF, Huntsman, Dow, Covestro, ADNOC, Borealis, Borouge, Liberty Oilfield, Equinor, Enbridge, Crescent Energy, AkzoNobel, Cabot, Chemours, Trinseo, Glencore, Hengli, Hikal, IRPC, Lotte Chemical, MEGlobal, OCI, Sipchem, Wacker, Westlake, Danimer Scientific, Origin Materials, Nexus Circular, Neste, Mitsui, Marathon Petroleum, ITOCHU, Technip Energies

Daily Chemical Reaction

Right Down The Line – Domestic Market Indicators Support Case For Industrial Production Reshoring

Key Points:

  • US industrial health indicators suggest domestic chemical demand could exceed most 2022 expectations, presenting a positive case for more reshoring. We flag US industrial production trends and discuss relevant other findings.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Alpek, CF Industries, Huntsman, Origin Materials, Enbridge, & others).
  • We discuss relevant ESG items, ranging from EU CO2 values falling from recent highs to CF Industries views on its accelerated energy transition efforts. 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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