Sunday Thematic & Weekly Recap

Time to take a Beat: Why a Consumers Slowdown is Needed
April 10, 2022
Commodities Mentioned:
PVC, Polypropylene, Polyethylene, Polyurethane, Polycarbonate, PET, Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha, Ammonia, EV, Steel, Wood Pellets, Hydro & Geothermal Power, Polysilicon, Biofuels, Plastic Waste, LNG, Copper, Fuel Cells, Hydrocarbon, Lithium, Wind, Solar, Gasoline, Aluminum, Water
Companies Mentioned:
Enterprise Products, Celanese, Nova Chemicals, Dow, LyondellBasell, Formosa Plastics, Olin, ExxonMobil, Sabic, Shell, CP Chemical,, Westlake, Braskem, Ineos, Chevron, Sempra, TotalEnergies, Mitsui, Talos, Pemex, Atotech, Iluka, Mineral Resources, Albemarle, Ganfeng Lithium, Bartek, Covia, Croda, Evoqua Water Technologies, Hexion, Hexpol, Indorama, JSR, Koppers, Mesaieed Petrochemical, Milliken, Polynt, Seqens, Synthomer, Solvay, Ecolab, Air Products, Air Liquide, Gevo, Mitsubishi Power, Primobius, RPM, PPG, AkzoNobel, Axalta, Nippon Paint, Asian Paints, Sherwin-Williams, Jotun, Huntsman, BASF, Wanhua, Covestro, Oxy, Shin-Etsu, The Azek Company, Eni, Brenntag, Nabaltec, Freeport LNG, Suncor, Elkem, Koksan, Nucor, Climeworks, Equinor, Johnson Matthey, Advent Technologies, Airbus Ventures, Enviva, TransAlta, ACWA, Neom, Drax, Hy24, Cheniere, SolarEdge, Enphase Energy, Beam Global, Canadian Solar, Brookfield Renewable, Shoals Technologies, Stem, First Solar, Enovix Corp., Fluence Energy, Henkel, Sempra Energy, Posco Chemical, Cyclyx, H.B. Fuller, AOC, KBR, TPC Group, Sibur, Perstorp, DXC, Carmel Olefins, Hempel, Hexcel, Archer Aviation, GNAL, Vale, Renault, Repsol, Worley, SCG Chemicals, Trinseo, Tesla, Samsung Electronics, Levi Strauss, NextDecade, Apogee Enterprises, Tesco, American Express, Navigator Holdings, Bayer, Evonik, Venator, Tronox, Mitsui Chemicals, NextChem, Continental Tires, Extrupet, Birla, Lenzing, Trammo, OCI, AmQore, Elix Polymers, NortH2, Pertamina, JBC Technologies, Teel Plastics, TricorBraun, Kurtz GmbH & Co., Rio Tinto, BHP, Antofagasta, Rohm, Yara, Lukoil

C-MACC Sunday Thematic & Weekly Recap 113

Time to take a Beat: Why a Consumers Slowdown is Needed

  • While many current shortages show little sign of easing – rising expenses for consumers must drive a pullback in discretionary spending – and this could be good
  • A recession could take some heat out of markets that appear unfixable today – especially energy and materials – but the US jobs market could also benefit
  • No energy transition, re-shoring, and national (energy) security goal can be met with insufficient commodities to meet demand – consumers NEED to slow down
  • Without a market-based demand slowdown, governments will likely need to regulate material and energy use to help get priorities aligned – not popular
  • Otherwise, we look at US ethylene vs propylene, the strength in PVC, renewable power constraints, and ideas. We also look at tight refined products markets

Last week we discussed 32 Chemicals and related products and 147 Companies.

See PDF below for all charts, tables and diagrams

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