Daily Chemical Reactions

SINK-O De Mayo – Chemical Sector Profit Moves Past Tipsy Stage, Few Drunk Enough To Invest
May 5, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Shell, ExxonMobil, ConocoPhillips, Livent, Albemarle, SQM, ICL, Lanxess, BASF, WR Grace, CF Industries, Nutrien, LSB Industries, Mosaic, Yara, Methanex, Ingevity, Venator, Tronox, Kronos Worlwide, Talos, Chevron, Denbury, Berry Global, Mastercard, WestRock, Delek US, Cheniere, ADNOC, NuStar Energy, Venture Global, Williams, American Vanguard, Arkema, Corteva, Evonik, Cabot, Kuraray, Lamberti, Kraton, Repsol, Kumho Petrochemical, Cemex, Fisker, INEOS, Li-Cycle, Glencore, Phillips 66, Marathon Petroleum, Trinseo, Yasho Industries, Trane Technologies, ADM, Apollo, Air Products, Maersk, Advanced Energy

Daily Chemical Reaction

SINK-O De Mayo – Chemical Sector Profit Moves Past Tipsy Stage, Few Drunk Enough To Invest

Key Points:

  • Global chemical sector margins take a hit from higher energy costs YTD. We foresee mounting product price headwinds in 2H22 as supply availability improves, consumer affordability shrinks, and input costs remain elevated.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Shell, Albemarle, Lanxess, Ingevity, Venator, CF Industries, and others).
  • We discuss relevant ESG items ranging from Denbury 1Q22 results and ambitions in CCUS to the Berry Plastics circular plastic target for 2030. 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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