Daily Chemical Reactions

Simple Man – High European Costs, End-Demand Strength Positive For US Chemical Producer Profit
February 25, 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:
BASF, LyondellBasell, Dow, Westlake, Olin, Nova Chemicals, Cheniere, Chesapeake, Coterra, Freeport LNG, Origin Materials, Ecovyst, Gevo, Solvay, Tennant, Adeka, Mosaic, Sumitomo Chemical, Aramco, Sanyo Chemical, PTTGC, Methanex, Lotte Chemical, Univar, ABB, Ballard Power, Shell, ExxonMobil, Carbios, Indorama Ventures, Grupa Azoty, Hyperlight Energy, Drax, Galp, Adnoc, OxyChem

Daily Chemical Reaction

Simple Man – High European Costs, End-Demand Strength Positive For US Chemical Producer Profit

Key Points:

  • European chemical feedstock values have risen meaningfully since mid-2021, ahead of the recent jolt from the Russia/Ukraine conflict. We view this setting and demand trends as positive for US commodity producer profit.
  • We flag pertinent energy, chemical, and other corporate updates (e.g., BASF, Gevo, Origin Materials, Adeka, Methanex, ExxonMobil, & others).
  • We discuss relevant ESG items, ranging from the late-week decline in EU carbon values to several global sustainability market trends. We flag our ESG research Will Russia’s Actions Send ESG and Energy Transition to Siberia?.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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