Daily Chemical Reactions

Baby Come Back – The Positive Case For Reshoring US Production Compelling, Gov’t Policy A Barrier
March 4, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Dow, LyondellBasell, Westlake, ExxonMobil, Olin, Methanex, Nova Chemicals, CP Chemical, Shell, Occidental, Pioneer, Hempel, Lanxess, Siemens, Nutrien, Polymir, Johnson Matthey, Tesla, ABC Technologies, Proman, Adnoc, BASF, DSM, Coca-Cola, EFS-Plastics, Kal-Polymers, Unilever, Kraft Heinz, Perstorp, Repsol, Navantia, Sony, Honda, Volkswagen, TotalEnergies, Trinseo, Amazon, Maersk, Microsoft

Daily Chemical Reaction

Baby Come Back – The Positive Case For Reshoring US Production Compelling, Gov’t Policy A Barrier

Key Points:

  • US petrochemical production costs are globally advantaged, and ongoing global materials supply chain chaos has exposed the need for greater domestic production. However, Capex trends show US reshoring efforts have far to go.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Hempel, Lanxess, Siemens, Pioneer, Occidental, Nutrien, Polymir, others).
  • We discuss relevant ESG items that range from the plunge in European CO2 values this week to virgin resin relative to recycled resin price 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

Contact us to subscribe to our services and gain access to full content.