Daily Chemical Reactions

Ride Wit Me – Global Mega-Cycle Development To Remain In Support of US Commodity Chemicals
April 21, 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, AkzoNobel, Evonik, Union Pacific, Olin, Westlake, Shin-Etsu, Formosa Plastics, Borealis, ExxonMobil, LyondellBasell, BHP, Alcoa, Anglo American, Compass Minerals, Ineos, Linde, Rio Tinto, Sinopec, Thyssenkrupp, Lone Cypress, Blackrock, Amazon, Sunstyle, Shell, Nippon Paint, Kinder Morgan, Baker Hughes, Eneos, Eni, Axens, PepsiCo, Valmont, Vizien, Sleep Number, Snap-On, Nestle, Kopin, CP Chemical

Daily Chemical Reaction

Ride Wit Me – Global Mega-Cycle Development To Remain In Support of US Commodity Chemicals

Key Points:

  • US commodity chemicals outperformed YTD, and 1H22 profit will likely beat expectations. A 2H22 commodity price/margin pullback remains a risk, but we argue that this will make our mega-cycle outlook even more likely.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Dow, Evonik, AkzoNobel, Union Pacific, Tesla, Olin, Ineos, BHP, others). We also highlight a few global supply chain developments worth noticing.
  • We discuss relevant ESG items ranging from Borealis selecting Axens tech for a plastic pyrolysis unit to thoughts on the Dow decarbonization roadmap. See our latest 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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