Daily Chemical Reactions

Love Lies – Higher Revenue Does Not Mean Higher Returns, ESG Return Uncertainty Limits Investment
March 25, 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 Corp., Natgasoline, LyondellBasell, Celanese, Mitsui, Bechtel, ExxonMobil, Sasol, Arlanxeo, YNCC, Shell, Sinopec, Capstone, Mantos, Compass Minerals, Piedmont, Chevron, BP, TotalEnergies, Evonik, H.B. Fuller, Indian Oil, KBR, Posco, Worthington, NextDecade, Clariant, Hanwha, Braskem, Navigator CO2, SOL Power, Vitol, Wacker, Stadler, Domo Chemicals, FedEx, Eni, DXP Enterprises

Daily Chemical Reaction

Love Lies – Higher Revenue Does Not Mean Higher Returns, ESG Return Uncertainty Limits Investment

Key Points:

  • Global chemical feedstock prices are notably higher YTD, pushing prices (and sales) up for most sector participants. We discuss dollar (instead of %) margin trends and why high/uncertain costs mean it is not easy being green.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., ExxonMobil, Sasol, TotalEnergies, Posco, Arlanxeo, YNCC, others).
  • We discuss relevant ESG items that range from Sasol operating a site with green external power to WoW support in EU CO2 values. We also highlight our latest ESG weekly and other related research coverage 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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