Daily Chemical Reactions

Honey, I’m Home – Domestic Market Indicators Favor More Industrial Production Reshoring
March 17, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Methanex, Southern Chemical, Natgasoline, LyondellBasell, Mitsui Chemicals, Celanese, Huntsman, Lanxess, Nutrien, Williams, Chimcomplex, Epsilyte, Reliance Industries, ArcelorMittal, Azelis, BASF, DL Chemical, Kraton, Olin, Westlake, Shintech, Occidental, Formosa Plastics, Venture Global, Inter Pipeline, Rockpoint Gas Storage, Hapag-Lloyd, Kinder, Boardwalk, Enbridge, Clariant, Amcor, Aemetis, EuroChem, IFF, Denbury, Air Liquide, Yasho Industries, Sibur

Daily Chemical Reaction

Honey, I’m Home – Domestic Market Indicators Favor More Industrial Production Reshoring

Key Points:

  • US industrial health indicators support domestic chemical demand growth in 2022 and remain in favor of reshoring more manufacturing. We discuss US industrial production trends and discuss other factors worth considering.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Huntsman, Lanxess, Nutrien, Williams, Chimcomplex, Epsilyte & others).
  • We discuss relevant ESG items, ranging from progress toward a CCUS hub in Alberta to recycled product news. Also, see our latest ESG weekly titled, Higher Energy Prices Bring Out The Crazies – But Resources Missing.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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