Daily Chemical Reactions

Hard Knock Life – Asia and NW Europe Chemical Production Cuts To Spur Global Price Increases
March 10, 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, Nova Chemicals, ExxonMobil, CP Chemical, K+S, Tasnee, Westlake, Olin, Venture Global, Aramco, Brenntag, Engie, Eni, Shell, Chemours, Sinopec, Kemira, Lenzing, Bayer, Worley, Chevron, Phillips, Braskem, Ascend, Honda, Macy’s, Nikola, Symrise, Albioma, VW, Marriott, Myers Industries, Suzuki, Yara, Gevo, Rio Tinto, ALPLA

Daily Chemical Reaction

Hard Knock Life – Asia and NW Europe Chemical Production Cuts To Spur Global Price Increases

Key Points:

  • Asia and NW European chemical production cutbacks are mounting as higher input costs cut profitability, favoring higher global chemical prices. US producers will benefit for now, despite stiffer consumer demand headwinds.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Dow, Yara, K+S, Lenzing, Tasnee, Braskem, Worley, Aramco & others).
  • We discuss relevant ESG items, ranging from global carbon emissions trends and sector project news. We flag our latest ESG weekly research titled Is A Global Recession The Best Hope For Renewable Energy 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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