Daily Chemical Reactions

Uprising: Will Efforts to Pass on Higher Input Costs Drive a Consumer Revolution?
May 6, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
AdvanSix, Evonik, Eastman, Air Products, Bloom Energy, Enbridge, Chesapeake Energy, Fluor, Worley, McDermott, Range Resources, Shell, LyondellBasell, EOG Resources, CATL, CF Industries, Beacon, Tesla, Comstock, BASF, NRG Energy, Sempra, AGC, Lonza, Falcon Minerals, Lanxess, MP Materials, PPG, Axalta, Orion Carbons, Stolt-Nielsen, Clean Energy, ArcelorMittal, Compass Minerals, Nyrstar, INEOS, Stellantis, Lucid, Kellogg

Daily Chemical Reaction

Uprising: Will Efforts to Pass on Higher Input Costs Drive a Consumer Revolution?

Key Points:

  • US petrochemical producers, on average, have experienced cost inflation in 2Q22, as USGC natural gas and ethane prices have surged. In contrast, Ex-US energy values have moderated from 1H22 highs but remain higher YTD.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., AdvanSix, Evonik, Chesapeake, Eastman Chemical, Air Products, & others).
  • We discuss relevant ESG items ranging from Bloom Energy and Clean Energy 1Q22 results to an update on an Enbridge CCS project in Canada. 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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