Daily Chemical Reactions

Something’s Gotta Give – Current Trends Reflect Optimism, Uncertainties Keep Capex Constrained
April 20, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Avient, Siemens Gamesa, DSM, BASF, Sika, Givaudan, Ashland, Lanxess, Dow, Olin, Neste, Shell, Talos Energy, Haldor Topsoe, Glencore, Rio Tinto, Principal Financial, Excelerate Energy, PHX Minerals, Aramco, AOC, Asahi Kasei, Iluka Resources, Satorp, Syrah Resources, Air Liquide, Aria Foods, Sumitomo Chemical, LyondellBasell, Technip Energies, Alterra Energy, Incitec Pivot, Williams, Nel Hydrogen, Gunvor, Sasol, ExxonMobil, Procter & Gamble, Wood, Chemtrade Logistics, Nexus Circular, Danimer Scientific, TechnipFMC, Perma-Pipe, Parker Holland, Synasia

Daily Chemical Reaction

Something’s Gotta Give – Current Trends Reflect Optimism, Uncertainties Keep Capex Constrained

Key Points:

  • Global market indicators remain favorable for US commodity chemical producers relative to peers abroad. We discuss 1H22 chemical price (and margin) trends and highlight factors keeping our mega-cycle view in motion.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Avient, DSM, Dow, Talos Energy, BASF, Lanxess, Neste, AOC & others). We also discuss relevant market trends and news to consider with 1Q22 reports.
  • We discuss relevant ESG items, ranging from our views of the Shell energy transition progress report to the ongoing issues at Siemens Gamesa. 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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