Daily Chemical Reactions

Chemtrails Over The Country Club – Chemical Sector Strategic M&A Rises As A Growth Capex Priority
February 18, 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:
Celanese, DuPont, Westlake, Huntsman, AdvanSix, US Amines, Orion Engineered Carbons, Deere, Nacero, EnLink Midstream, Antero, Pioneer, Marathon Oil, Keyera, Novatek, TotalEnergies, Borealis, Barnes, Albemarle, AkzoNobel, Asahi Kasei, Mitsubishi Chemical, Sika, Aemetis, Airbus, Hy2gen, Novoloop, Reliance, Renewable Energy Group, Polystar, Eneos, Lowe’s, Home Depot, Reckitt, Renault

Daily Chemical Reaction

Chemtrails Over The Country Club – Chemical Sector Strategic M&A Rises As A Growth Capex Priority

Key Points:

  • US commodity chemical profit hit record levels in 2021, but strategic M&A is taking priority among producers relative to greenfield expansion. We think this trend will continue in 2022 and it supports our global mega-cycle outlook.
  • We flag pertinent energy, chemical, and other corporate updates (e.g., DuPont, Celanese, AdvanSix, Orion Engineered Materials, Deere, & others).
  • We discuss relevant ESG items, ranging from the Singapore carbon tax rate outlook to the sustainability ambitions at Deere. We flag our recent ESG research examining new energy transition valuations and inflation 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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