Daily Chemical Reactions

Accident Reported Ahead – Mounting Inventory Holdings Negative for Industry Pricing Power
April 14, 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, ExxonMobil, LyondellBasell, Epsilyte, Ashland, Huntsman, Covestro, Pertamina, Eni, Trafigura, Sasol, Univar, Alcoa, Corteva, Compass Minerals, Kraton, Linde, Maire Tecnimont, Amcor, Asahi Kasei, TotalEnergies, ENEOS, Nova Chemicals, Enerkem, Methanex, Honeywell, Panasonic, Symrise, Veolia, Bridgestone, LanzaTech, SK Innovation, AstroNova, Ahold Delhaize, Sealed Air, Schnitzer, Tesco, Ford, Bed Bath & Beyond

Daily Chemical Reaction

Accident Reported Ahead – Mounting Inventory Holdings Negative for Industry Pricing Power

Key Points:

  • Domestic chemical production and logistic issues resulted in downward pressure on inventory positions to meet demand in 2H20/2021. We discuss mounting indications that inventory is rising, a pricing headwind.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Dow, Sealed Air, ExxonMobil, Huntsman, Covestro, Ashland, Eni, others).
  • We discuss relevant ESG items that range from collaborations to close the loop on plastic recycling to renewable energy infrastructure market findings. 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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