Daily Chemical Reactions

Still Tippin’ – Forward Profit & Capex Views Much More Variable Than Higher Prices With 1Q Reports
April 19, 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, Nova Chemicals, Halliburton, Plug Power, Axens, Ineos, Aramco, Amcor, ExxonMobil, Clariant, Scientific Design, Lithium Americas, Incitec Pivot, Toyo Ink, Yansab, HydrogenPro, Rivian, Sumitomo Chemical, JERA, Lummus, Glencore, Envision AESC, CATL, Inpex, Kansai Electric Power, Colonial Pipeline, Pemex, Jindal Steel and Power, BDI-Bioenergy, Indian Oil, Larsen & Toubro, ReNew, Woodfibre LNG, LG Energy, CPC, Sunfire, JB Hunt

Daily Chemical Reaction

Still Tippin’ – Forward Profit & Capex Views Much More Variable Than Higher Prices With 1Q Reports

Key Points:

  • We highlight the ties between agriculture and energy markets and broad-based price inflation YTD that holds mixed blessings for chemical producers. We foresee greater risk with 2022 sector expectations than with 1Q postings.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Halliburton, Axens, Plug Power, JB Hunt, Yansab, Sumitomo, Ineos, others).
  • We discuss relevant ESG items, including recent bio-fuel market events and the likely persistence of global shortages in clean-energy raw materials.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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