Daily Chemical Reactions

Following the Sun – US Commodity Chemical Equities Outperformed YTD, Sentiment to Unlikely Collapse
March 11, 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, Huntsman, PPG, Sherwin-Williams, Eastman Chemical, Celanese, DuPont, Navigator Gas, Lanxess, Amazon, Maersk, Borealis, Eurochem, Indorama, Tredegar, Aramco, Sinopec, Uralchem, Yara, LanzaTech, Neo Performance Materials, RadiciGroup, Rivian, Nova Chemicals, OMV, ALBA, Advanced Petrochemical, Apache, EQT, WeWork, BMW, Walmart, Cosco, Tellurian

Daily Chemical Reaction

Following the Sun – US Commodity Chemical Equities Outperformed YTD, Sentiment to Unlikely Collapse

Key Points:

  • US commodity chemical equities have outperformed other chemical sub-sectors YTD, which was the case even before the Ukraine/Russia conflict. We discuss why US commodity chemical outperformance could endure in 2022.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Navigator Gas, Lanxess, Indorama, Borealis, Tredegar, Aramco, others).
  • We discuss relevant ESG items that range from the WoW upturn in EU CO2 values to an assortment of relevant sustainability and clean-energy updates. 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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