Daily Chemical Reactions

Lego House – US Building Product Supply Chains Hold Tight, Chemical Demand Indicators Robust
February 17, 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:
Westlake, Olin, Huntsman, Dow, BASF, Covestro, Nutrien, The Andersons, Clariant, Air Liquide, Repsol, Codelco, EuroChem, M. Holland, Oriental Energy, Orion, Shin-Etsu, Solvay, Tronox, Aurubis, Fortum, Borealis, Denbury, Enbridge, Talos Energy, EnLink Midstream, Shell, Santos, Pertamina, Louis Dreyfus, McDermott, Green Plains, Trinseo, Versalis, Vopak, Nestle

Daily Chemical Reaction

Lego House – US Building Product Supply Chains Hold Tight, Chemical Demand Indicators Robust

Key Points:

  • Chemical demand indicators, ranging from US building product market updates to farmer spending trends, broadly remain robust. We add to recent research studying why demand may stay stronger for longer despite inflation.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Albemarle, Nutrien, The Andersons, Tronox, Oriental Energy, & others).
  • We discuss relevant ESG items that range from displaying US ethanol margin movements and flagging Nutrien 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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