Daily Chemical Reactions

Rockin’ Down The (More Foggy) Highway – Autos The Brakes, Signals Risk For Other Durables
April 6, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
RPM, PPG, AkzoNobel, Axalta, Nippon Paint, Asian Paints, Sherwin-Williams, Jotun, Huntsman, BASF, Dow, Wanhua, Covestro, Westlake, Oxy, Olin, Formosa, Shin-Etsu, The Azek Company, Indorama, Polynt, Gevo, ExxonMobil, Eni, Brenntag, Nabaltec, Milliken, Freeport LNG, Suncor, Elkem, Koksan, Nucor, Climeworks, Equinor, Johnson Matthey, Advent Technologies, Airbus Ventures, Enviva, TransAlta 

Daily Chemical Reaction

Rockin’ Down The (More Foggy) Highway – Autos The Brakes, Signals Risk For Other Durables

Key Points:

  • Industry reports continue to target strong demand, tight supply chains, & input sourcing issues, but some end-market health indicators are cooling off. We discuss recent auto market trends and a few sector business updates  
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., RPM, Formosa, Ineos, Suncor, The Azek Company, ExxonMobil, & others).
  • We discuss relevant ESG items, ranging from EU CO2 price support WoW to a global view of hydrogen and ammonia supporting IPCC report concerns. 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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