Daily Chemical Reactions

Blow The Whistle – US Reshoring Efforts to Gain Further Momentum Amid Myriad Global Disruptions
March 2, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
ExxonMobil, Dow, LyondellBasell, Nova Chemicals, Huntsman, Westlake, Olin, Ineos Styrolution, Energy Transfer, Shell, TotalEnergies, Cheniere Energy, Trinseo, Orion Engineered Carbons, Pembina Pipeline, Pemex, Chevron, Halliburton, Ferro, Cabot Corporation, Bayer, First Solar, Rohm, Danimer Scientific, Evonik, Orica, Sasol, Johnson Matthey, Chandra Asri, Continental Resources, Peabody Energy, Core Lithium, ArcelorMittal, Stellantis, Mosaic, Marathon, Oriental Energy, Origin Materials

Daily Chemical Reaction

Blow The Whistle – US Reshoring Efforts to Gain Further Momentum Amid Myriad Global Disruptions

Key Points:

  • Surging global energy prices, rising materials demand, and robust US ISM factory numbers ring favorably for reshoring more production. We discuss the current market setting and why our megacycle outlook is well supported.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., ExxonMobil, Orion Eng. Carbons, Sasol, Ferro, Bayer, First Solar & others).
  • We discuss relevant ESG items, ranging from EU CO2 values plummeting mid-week to the ExxonMobil Capex outlook considering the IEA 2050 net-zero scenario. 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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