Daily Chemical Reactions

Coming Home – Building Product Markets Tight On Supply Issues, Cost Inflation; Demand Concerns Rise
March 30, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Westlake, Huntsman, The Azek Company, PPG, Sherwin-Williams, AkzoNobel, Lowe’s, Discover, OxyChem, Olin, Shintech, Formosa Plastics, Orbia, Chart Industries, Vitol, Zeon, Neste, Indorama, PureCycle, Polynt, Braskem, BASF, Eastman Chemical, Altus Power, Gevo, Energy Transfer, Eni, Petrobras, Synalloy, Fortescue, Baker Hughes, Solvay, Berkshire Hathaway, Lululemon, Crane Co., LG Chem, Target, Amazon, Yara

Daily Chemical Reaction

Coming Home – Building Product Markets Tight On Supply Issues, Cost Inflation; Demand Concerns Rise

Key Points:

  • Our view of global building & construction product markets is generally positive for 2022, despite mounting demand concerns in some product chains. We highlight a few market and commodity trends to consider in mid-1H22.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Chart Industries, Vitol, Zeon, Neste, Indorama, PureCycle, Polynt & others).
  • We discuss relevant ESG items, ranging from EU CO2 values increasing from March lows to recent advances in circular building product markets. We also highlight our latest ESG sector dedicated 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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