Daily Chemical Reactions

Walk, Don’t Run – Low Visibility Keeps Sector Growth Capex Constrained, ESG Efforts Mount
March 24, 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, Nova Chemicals, ExxonMobil, CP Chemical, Westlake, Olin, Shintech, OxyChem, H.B. Fuller, Arlanxeo, Petronas, Schlumberger, BASF, KB Home, Monolith, Gevo, Airbus, JSR Corp, Graham Corp., Nikola, Mitsui, Electrolux, BP, PJM, Sunlight, TotalEnergies, Tesla, Blackrock, Olive Garden, Geely, Petro Rabigh, Holley, Plastic Omnium, PureCycle, Gulf Cryo, Rolls-Royce, Apple

Daily Chemical Reaction

Walk, Don’t Run – Low Visibility Keeps Sector Growth Capex Constrained, ESG Efforts Mount

Key Points:

  • US petrochemical producers continue to benefit from cost-advantaged feedstock and global product price support. Consumer demand, policy, and cost curve shifts remain wildcards, long-term a mega-cycle is likley.  
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., H.B. Fuller, Arlanxeo, Petronas, Schlumberger, BASF, KB Home, & others).
  • We discuss relevant ESG items, ranging from WPC presenters preferring carbon markets to a carbon tax, to a few renewable technologies worthy of note. We flag our latest ESG weekly research titled Industry Lobbying Efforts Could Backfire and Feed The Litigators | C-MACC.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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