Daily Chemical Reactions

Inflation Blues – High Western Prices Spur Demand Concerns, Supply Issues To Lessen But Not Abruptly
April 12, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Enterprise Products, Dow, LyondellBasell, Westlake, Olin, Methanex, Delek, Shell, Nova Chemicals, Pilbara Minerals, Albemarle, Livent, SQM, Ineos, TotalEnergies, BASF, DIC, Givaudan, Idemitsu, Lonza, Maire Tecnimont, OMV, Posco Chemicals, AkzoNobel, Amcor, Amyris, Closed Loop Partners, NextDecade, Tosoh, Sibur, Sinopec, Sumitomo, Wacker, Versalis, Advanced Petrochemical, Mitsubishi Chemical, SABIC, Schlumberger, CarMax

Daily Chemical Reaction

Inflation Blues – High Western Prices Spur Demand Concerns, Supply Issues To Lessen But Not Abruptly

Key Points:

  • Global chemical sector margins remain varied by product chain, region, and level of feedstock integration, but prices are broadly higher YoY. We expand upon our research on price inflation and discuss other observations.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Enterprise Products, Pilbara Minerals, Dow, LyondellBasell, Shell, others).
  • We discuss relevant ESG items that range from US ethanol margin trends to a likely supply shortage of clean energy minerals to meet demand. See our 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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