Daily Chemical Reactions

Woah – April CPI Growth Moderates Relative To March; 2022 Demand Concerns Remain High
May 11, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Brenntag, ICL, Occidental, Danimer Scientific, Synalloy, Siemens Gamesa, Dow, Westlake, LyondellBasell, Olin, Methanex, Shintech, Formosa, Crescent Energy, Bayer, Univar, Hart Energy, Talos Energy, OEG, Talen Energy, Chevron, Toyota, Petronas, Aramco, Venture Global, Arakawa, Atotech, Daikin, Evonik, PPG, Shell, WACKER, BASF, Brookfield, BlackRock, Bp, KBR, EVgo, FREYR, Ford, Tesla, Carvana, Mitsubishi, Pirelli, Sony, Nintendo

Daily Chemical Reaction

Woah – April CPI Growth Moderates Relative To March; 2022 Demand Concerns Remain High

Key Points:

  • Global chemical sector profit remains varied by product chain, region, and level of feedstock integration, but product prices are broadly higher YoY. We expand upon our April research on price inflation and other market trends.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Brenntag, ICL, Occidental, PTTGC, Danimer Scientific, Synalloy, & others).
  • We discuss relevant ESG items ranging from Siemens Gamesa issues to IEA research expecting solar PV to lead renewable market developments in 2022/23. See our 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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