Daily Chemical Reactions

Direction Of The Wind – High Domestic Prices Favor Imports, Product Availability Indicators Improve
April 27, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Alpek, LyondellBasell, Braskem, Ashland, Shin-Etsu, Westlake, Formosa Plastics, Occidental, Orbia, Olin, BASF, Pilbara Minerals, Dow, Hess, Methanex, Celanese, Mitsui, Southern Chemical, Natgasoline, Aemetis, Soelect, LG Chemical, Symrise, Sekisui Chemical, S-Oil, Clariant, Reliance, ADNOC, Honeywell, Mitsubishi, LG Energy, Infinium, Inovyn, Encina, EnTech Solutions, Worley, Trinseo, Owens Corning, Wabtec, Trinity Industries, Ryder, Kuehne + Nagel, Advanced Clean Energy, Mitsubishi Power, Sulzer

Daily Chemical Reaction

Direction Of The Wind – High Domestic Prices Favor Imports, Product Availability Indicators Improve

Key Points:

  • The US trade deficit for goods reached a record level in March, as high prices lured products from abroad. We discuss a few factors working against higher US prices near term, though our long-term view is constructive.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Alpek, Ashland, Shin-Etsu, Braskem, BASF, Pilbara Minerals & others).
  • We discuss relevant ESG items, ranging from Enterprise and Occidental considering a USGC carbon capture project to EU carbon value movements. 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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