Daily Chemical Reactions

The Paper Chase – 2Q22 Sector Indicators In Focus, Feedstock Flexibility A Plus For European Producers
April 22, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Westlake, LyondellBasell, Dow, PPG, Colgate Palmolive, Milliken & Company, Trane Technologies, Nuro, American Express, Valero, Motiva, ExxonMobil, Schlumberger, Olin, Shintech, Formosa Plastics, Orbia, BASF, DuPont, Neste, AkzoNobel, Grupo Orbis, bp, Arlanxeo, Evonik, Henkel, Mitsubishi Heavy Industries, Renault, Osaka Soda, Ferro, Prince International, Tesla, Topsoe, Netflix, EAG Services, Equinor, EOG, Gazprom, Kinder Morgan, OMV, Kogas, Union Pacific, Solvay, Everfuel, H2 Industries, Trinseo

Daily Chemical Reaction

The Paper Chase – 2Q22 Sector Indicators In Focus, Feedstock Flexibility A Plus For European Producers

Key Points:

  • The global energy landscape significantly shifted in mid-1Q22, which has resulted in sector followers looking past many better than expected corporate 1Q results to 2Q indicators of business momentum. We discuss our findings.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., PPG, DuPont, Schlumberger, LyondellBasell, American Express, & others). We also highlight several global supply chain developments worth noticing.
  • We discuss relevant ESG items, ranging from views on the Milliken & Co., Trane Technologies, and Colgate-Palmolive sustainability reports to the API carbon tax proposal. We also flag our latest ESG sector 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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