Daily Chemical Reactions

The Chain – Specialty Producer Outlooks Face More Risk Relative To Commodity Suppliers In 2022
March 1, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Covestro, Huntsman, Dow, BASF, Wanhua, Danimer Scientific, BP, PDC Energy, Sempra, Shell, Targa, TotalEnergies, ABC Technologies, ADM, Bunge, Alcoa, Arkema, Cabot Corporation, CF Industries, Croda, Ecolab, Hasegawa, Indorama, Ineos, Kao, Pembina Pipeline, Energy Transfer, KKR, Target, Kohl’s, Occidental, Orion Engineered Carbons, Maersk, Sipchem, Sk Chemicals, Mitsui Chemicals, Chevron, Tosoh, Gevo, Origin Materials, VW, Renault

Daily Chemical Reaction

The Chain – Specialty Producer Outlooks Face More Risk Relative To Commodity Suppliers In 2022

Key Points:

  • Global chemical sector business outlooks anticipate consumer demand will remain strong in 2022 despite higher prices. We find more risk with specialty product margin outlooks than positive corporate commodity outlooks.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Covestro, Danimer Scientific, CF Industries, Croda, BASF, Posco, & others).
  • We discuss relevant ESG items, ranging from EIA renewable fuel forecasts to multiple corporate sustainability targets and CO2 intensity 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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