Daily Chemical Reactions

Into The Mystic –  Ex-US Energy Price Surge Favors US Producers; Low Visibility Keeps Capex In Check
March 8, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Huntsman, Aramco, Sinopec, SQM, Albemarle, Livent, OMV, BASF, BP, Shell, Clariant, Cheniere, Pioneer Natural Res., Venture Global, Whiting, Oasis, Uniper, Air Products, Babcock & Wilcox, Minnesoata Rubber & Plastics, Britishvolt, Nabaltec, LyondellBasell, Solvay, Lenzing, GM, Posco, S-Oil, Sabic, Nucor, Sulzer Chemtech, Vantage Specialty Chemicals, Brightmark, Air Liquide, Pertamina, Mitsubishi, Eastman Chemical, Toyobo, Nippon Shokubai, Closed Loop Partners, 8 Rivers, SK Chemicals

Daily Chemical Reaction

Into The Mystic –  Ex-US Energy Price Surge Favors US Producers; Low Visibility Keeps Capex In Check

Key Points:

  • US petrochemical production costs reflect sizable benefits relative to Asian and European peers amid the recent surge in global energy prices. Demand destruction concerns and low market visibility keep growth Capex in check.
  • We flag pertinent energy, chemical, and other corporate updates (e.g., BP, Huntsman, SQM, OMV, Aramco, Sinopec, BASF, Clariant, Shell, others).
  • We discuss relevant ESG items that range from solar and wind growing as a share of US electricity generation to the SQM sustainability outlook.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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