Sunday Thematic & Weekly Recap

The Winners & Losers From A Consumer Slowdown
May 8, 2022
Commodities Mentioned:
PVC, Polypropylene, Polyethylene, Polyurethane, Polycarbonate, Polystyrene, PET, Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha, Ammonia, Polymers, Industrial Gas, Water, Wind, Solar, Renewable Power, Renewable Materials, Biofuels, Lithium, Methanol, Corn, Biodegradable Polymers, Photovoltaics
Companies Mentioned:
Nova Chemicals, Westlake, Celanese, Dow, LyondellBasell, ExxonMobil, Covestro, Nutrien, Enterprise Products, Williams, Methanex, DSM, Vestas, NextDecade, Engie, Energy Transfer, Air Liquide, Linde, Air Products, BASF, Siemens Gamesa, Danimer Scientific, Kemira, AGCO, Deere, CNI, bp, Olin, CenterPoint Energy, PG&E, Phillips 66, TechnipFMC, Arxada, Cabot, Chemours, Huntsman, Lotte Chemical, ArcelorMittal, Chevron, Talos, Devon Energy, Hexion, SolarEdge, Stellantis, Sealed Air, Cummins, Nikola, Best Buy, SK Capital, Sensient Technologies, The Andersons, LSB Industries, Maersk, DuPont, Emerson, Cheniere, Mitsui & Co, CF Industries, Livent, Lapis Energy, Marathon Petroleum, Shell, TotalEnergies, Petrobras, Suncor, Domo Chemicals, Hanwha Solutions, Lanxess, LG Chem, SCG Chemicals, SK Innovations, OCI, Solvay, Tata Chemicals, PetroChina, Bosch, Daimler, INEOS, OMV, PPG, The Manitowoc Company, Airbnb, Amazon, Yara, VW, Toyota, Mercedes Benz, BMW, NorthStar Recycling, Superior, AT&T, Neste, Ecovyst, Renewable Energy Group, Enviva, Hexagon Purus, Atlantia Sustainability Infractuture, Montauk Renewables, Arrival Group, Advent Technologies, LiqTech International, Mullen Automotive, Electric Last Mile Solutions, Braskem, Lummus, WACKER, ConocoPhillips, Albemarle, SQM, ICL, WR Grace, Mosaic, Ingevity, Venator, Tronox, Kronos Worlwide, Denbury, Berry Global, Mastercard, WestRock, Delek US, ADNOC, NuStar Energy, Venture Global, American Vanguard, Arkema, Corteva, Evonik, Kuraray, Lamberti, Kraton, Repsol, Kumho Petrochemical, Cemex, Fisker, Li-Cycle, Glencore, Trinseo, Yasho Industries, Trane Technologies, ADM, Apollo, Advanced Energy, AdvanSix, Eastman, Advanced Energy, Bloom Energy, Enbridge, Chesapeake Energy, Fluor, Worley, McDermott, Range Resources, EOG Resources, CATL, Beacon, Tesla, Comstock, NRG Energy, Sempra, AGC, Lonza, Falcon Minerals, MP Materials, Axalta, Orion Carbons, Stolt-Nielsen, Clean Energy, Compass Minerals, Nyrstar, Lucid, Kellogg

C-MACC Sunday Thematic & Weekly Recap 117

The Winners & Losers From A Consumer Slowdown

  • Some commodity material markets are better positioned than others to withstand a consumer spending slowdown amid rampant cost inflation.  
  • Winning commodities will likely be levered more to energy security/transition, re-shoring, and infrastructure, than those more levered to discretionary spending.
  • Stock markets may react to a consumer-driven slowdown by cutting commodity exposure, despite favorable long-term fundamental trends for many commodities.
  • One sector relatively immune is agriculture; crop shortages remain significant – all in the chain should benefit from higher prices at the expense of food inflation.
  • Otherwise, we discuss the recent squeeze in US olefins margins, more on the desire for LNG and its challenges, and several notable ESG corporate claims.

Last week we discussed 28 Chemicals and related products and 171 Companies.

See PDF below for all charts, tables and diagrams

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