Daily Chemical Reactions

Mixed Blessings – Commodity Market Strength To Persist, Specialties Face More Questions
March 23, 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, OxyChem, Olin, Westlake, Huntsman, PPG, Axalta, Sherwin-Williams, Mura Technology, Braskem, BP, Shell, Lanxess, ICL, Indian Potash, BASF, Eni, Air Liquide, Navigator CO2, Piedmont, Recticel, Trafigura, Symrise, Songwon, ExxonMobil, Fluor, Maire Tecnimont, Neste, DHL Express, EDF, Stellantis, TotalEnergies, Vitol, General Mills, Tesla, VW, Nestle

Daily Chemical Reaction

Mixed Blessings – Commodity Market Strength To Persist, Specialties Face More Questions

Key Points:

  • We think a global commodity chemical mega-cycle will likely co-exist with continued strength in clean energy raw material values. A general plus for commodity producers, but it presents a mixed setting for specialty producers.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Aramco, Lanxess, Navigator CO2, Shell, Trafigura, Braskem, & others).
  • We discuss relevant ESG items, ranging from EU CO2 values increasing from March lows to solar project developments advancements despite higher input costs. 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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