Daily Chemical Reactions

“Twenty Dollar Nose Bleed” – New Highs For Prices, But Likely Not For Demand Or Profit Margins
April 26, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Axalta, Whirlpool, Sherwin-Williams, Valero, Dow, Elementis, Sabic, Sinopec, Sika, Sasol, Saudi Kayan, Linde, Covestro, Maire Tecnimont, Osaka Organic Chemical, Indorama Ventures, Halliburton, Schlumberger, Baker Hughes, Posco Chemical, Woodside, JSR, Bachem, Eneos, Nippon Steel, Vale, Jera, Mitsubishi Heavy Industry, PTTEP, Cleveland-Cliffs, Pertamina, Pentair, Air Products, Albemarle, TC Energy, GreenGasUSA, Masdar, Hexcel, Packaging Corp. of America, Celanese

Daily Chemical Reaction

“Twenty Dollar Nose Bleed” – New Highs For Prices, But Likely Not For Demand Or Profit Margins

Key Points:

  • March-quarter business reports highlight considerable cost inflation and emerging signs of end-market demand moderation. Macro indicators and our other analysis and relevant data points lift our concerns.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Sherwin-Williams, Whirlpool, Axalta, Elementis, Valero, Ecolab, others). We also highlight several global supply chain developments worth consideration.
  • We discuss relevant ESG items, ranging from Coca-Cola’s views on cutting plastic waste and its carbon footprint to global new wind capacity growth.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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