Daily Chemical Reactions

Slow Down Summer – Demand Headwinds Mount, Some Global Commodity Markets Begin to Loosen
May 4, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
The Andersons, LSB Industries, Maersk, DuPont, Emerson, Cheniere, Mitsui & Co, CF Industries, LyondellBasell, Livent, Lapis Energy, Devon Energy, bp, Marathon Petroleum, Shell, TotalEnergies, Petrobras, Suncor, Domo Chemicals, Hanwha Solutions, Lanxess, LG Chem, SCG Chemicals, SK Innovations, OCI, Solvay, Tata Chemicals, PetroChina, ArcelorMittal, Air Products, Bosch, Daimler, INEOS, OMV, PPG, The Manitowoc Company, Airbnb, Amazon, Yara International, VW, Toyota, Mercedes Benz, BMW, NorthStar Recycling, Superior, AT&T

Daily Chemical Reaction

Slow Down Summer – Demand Headwinds Mount, Some Global Commodity Markets Begin to Loosen

Key Points:

  • Our clean energy mineral price index declined MoM in April, following significant sequential strength since 3Q21. We update our broader market views and flag several indications of mounting global demand headwinds.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Livent, LSB Ind., The Andersons., DuPont, Emerson, Cheniere & others).
  • We discuss relevant ESG items, ranging from the Mitsui and CF Industries blue ammonia project announcement to WoW strength in EU CO2 prices. 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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