Sunday Thematic & Weekly Recap

Maybe It’s Not Just Going To Work Out – Time to Re-shore
March 6, 2022
Commodities Mentioned:
Plastics, PVC, Polypropylene, Polyethylene, Polyurethane, Polycarbonate, PET, Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha, EVs, Wind, Solar, Biodiesel, Renewable Diesel, Fossil Fuels, Coal, Gasoline, Corn, Soy, PHA, SAF, Biodegradable Polymers, RNG
Companies Mentioned:
Dow, LyondellBasell, Nova Chemicals, Formosa Plastics, Westlake, PPG, Axalta, Sherwin-Williams, AkzoNobel, Covestro, Huntsman,, 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, ExxonMobil, Olin, Ineos Styrolution, Cheniere Energy, Trinseo, Pemex, Halliburton, Ferro, Bayer, First Solar, Rohm, Evonik, Orica, Sasol, Johnson Matthey, Chandra Asri, Continental Resources, Peabody Energy, Core Lithium, ArcelorMittal, Stellantis, Mosaic, Oriental Energy, Denbury, Renewable Energy Group, Heinz, Chart Industries, Archaea, Ecovyst, Koch, Sumitomo Chemicals, Aramco, Petronas, Pioneer, Engie, Technip Energies, Adnoc, Elementis, Piedmont Lithium, LanzaTech, Twelve, Nutrien, Brenntag, GMS, Lenzing, Braskem, SI Group, Synthomer, Celanese, Keurig, Macquarie, Sika, Neste, Marathon Petroleum, Republic Services, Air Liquide, Siemens Energy, Aqua Metals, MMEX Resources, Methanex, CP Chemical, Hempel, Lanxess, Polymir, Tesla, Proman, DSM, Coca-Cola, EFS-Plastics, Kal-Polymers, Unilever, Kraft Heinz, Perstorp, Repsol, Navantia, Sony, Honda, Amazon, Microsoft

C-MACC Sunday Thematic & Weekly Recap 108

Maybe It’s Not Just Going To Work Out – Time to Re-shore

  • The US State of the Union rallying cry supporting expanded US manufacturing amid rising evidence the global market could fail was loud but needs more support
  • Reshoring is increasingly important for success across many segments of US and European critical industry; Russia has shaken up the World and China is not reliable.
  • Capital spending delays remain high in key industries as a result of elevated global market uncertainty; strong practical leadership is needed but lacking.
  • Widespread inexperience exists when it comes to global disruption and delayed spending could drive more inflation without a recession (demand collapse).
  • Otherwise, we try to look for some bright spots – Huntsman’s transformation, and some very good – but equally troubling demand/economic data

Last week we discussed 28 Chemicals and related products and 129 Companies.

See PDF below for all charts, tables and diagrams

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