Daily Chemical Reactions

The Fire Inside – Commodity Material Shortages Broad Based, Demand Destruction Risk Rises
March 31, 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, Westlake, Olin, Syngenta, New Fortress Energy, Baker Hughes, BASF, Henkel, Evonik, Clariant, Gevo, Shell, Brenntag, ExxonMobil, Draslovka, KBR, OMV, Orion Engineered Carbons, SABIC, Sonatrach, Braskem, Chevron, Eastman Chemical, Covestro, Tesla, Enterprise Products, Flint Hills Resources, Comcast, OCI, Sasol, NuScale, Neste, Unipetrol, Republic Services, H&M, Kohl’s, ThyssenKrup, Flint Hills

Daily Chemical Reaction

The Fire Inside – Commodity Material Shortages Broad Based, Demand Destruction Risk Rises

Key Points:

  • Our clean energy mineral price index rose ~19% MoM in March, showing a considerable price inflation trend since 2021. We update our views and flag our recent thematic titled, Will Inflation Curb Early Year Demand Strength?.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Syngenta, BASF, Baker Hughes, New Fortress Energy, Evonik, & others).
  • We discuss relevant ESG items, ranging from BASF chemical production based on renewable energy to falling renewable power prices. We also flag our latest ESG research titled Recycling: Beware Of The Misleading PR.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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