Daily Chemical Reactions

Separate Ways (Worlds Apart) – US Petrochemical Makers Profit from Global Woes, Mega-Cycle Ahead
March 18, 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, ExxonMobil, CP Chemical, Sabic, Braskem, LyondellBasell, Lanxess, DSM, Grace, Woodside Petroleum, Entergy, Advent, Azelis, Altana, Ascend, Samsung SDI, Rayonier Advanced Materials, Cleveland-Cliffs, IFF, Linde, Symrise, ABB, Air Liquide, Genomatica, Asahi Kasei, ITOCHU, Aquafil, Li-Cycle, Maersk, Maserati, Mitsubishi Chemical, FRX Polymers, Petrofac, Sandler, Target, Porsche, Occidental

Daily Chemical Reaction

Separate Ways (Worlds Apart) – US Petrochemical Makers Profit from Global Woes, Mega-Cycle Ahead

Key Points:

  • Asia and European petrochemical production woes benefit US producers in 1Q22, and cost curve developments suggest the benefits are far from over. We discuss Braskem and Dow business updates and our global market views.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Dow, Braskem, Lanxess, DSM, Grace, Woodside Petroleum, Entergy, others).
  • We discuss relevant ESG items that range from the WoW upturn in EU CO2 values to Braskem ambitions in green polyethylene production. 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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