Daily Chemical Reactions

Light Switch – High Ex-US Energy Values Weigh on Global Chemical Production, Prices Respond
March 22, 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, Westlake, Celanese, OxyChem, Enterprise Products, Navigator Holdings, Aramco, Sabic, Braskem, Piedmont, Bachem, Ascend, PPG, Petrobras, Schlumberger, Baker Hughes, Halliburton, Weatherford, Adani, AkzoNobel, Uniper, Barentz, Cepsa, CF Industries, EuroChem, INOX Air Products, Air Liquide, Lonza, Mitsui Chemical, Myers Industries, Pertamina, Shin-Etsu, SK Siltron, Tosoh, Asahi Kasei, BASF, Petronas Chemical, Srichakra, Tokuyama, Avient, Koch Modular, Williams, PureCycle

Daily Chemical Reaction

Light Switch – High Ex-US Energy Values Weigh on Global Chemical Production, Prices Respond

Key Points:

  • Asia and NW Europe chemical production cutbacks continue to mount due to high feedstock costs, a plus on average for global chemical values. We add to our prior research on this topic and discuss other relevant sector themes.  
  • We flag pertinent energy, chemical, and other corporate updates (e.g., BP, Aramco, Sabic, Braskem, Piedmont, Bachem, Ascend, PPG, BASF, others).
  • We discuss relevant ESG items that range from Air Liquide’s hydrogen ambitions to rising Capex targeting carbon capture projects through 2025.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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