Daily Chemical Reactions

Front, Back & Side to Side – Global Market Visibility Low, US Commodity Chemicals In Best Relative Spot
March 16, 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, CP Chemicals, ExxonMobil, Nova Chemicals, SABIC, Westlake, Wanhua, Huntsman, BASF, Covestro, Aramco, Ecolab, Solvay, Asahi Kasei, OMV, Equinor, Chemtrade, Piedmont Lithium, Albemarle, SQM, Livent, Posco, Sirmax, Petronas, Eneos, Kumho Petrochemical, Plastic Energy, Albea Tubes, Indorama, Nexo Plastics, AFC Ecoplastics, Stolthaven, Simax Group, Michelin, BMW, H.B. Fuller, Azelis

Daily Chemical Reaction

Front, Back & Side to Side – Global Market Visibility Low, US Commodity Chemicals In Best Relative Spot

Key Points:

  • Global market indicators favor North American chemical producers relative to overseas peers. Our research flags US retail sales trends, European naphtha premiums, and US commodity chemical production cost advantages.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Wanhua, Solvay, LyondellBasell, Piedmont Lithium, Aramco, & others).
  • We discuss relevant ESG items, ranging from EU CO2 values holding up WoW following their recent rebound to battery developments popping up in the US. 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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