Sunday Thematic & Weekly Recap

Global Indicators Lift Concerns, Rocky Times Far From Over
May 15, 2022
Commodities Mentioned:
PVC, Polypropylene, Polyethylene, Polyurethane, Polycarbonate, Polystyrene, PET, Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha, LNG, Oil, Wind, Solar, EV, Ethylene, Propylene, Paper, Wood, Recycled Plastic (PCR), Renewable Polymers, Ammonia, Urea, Fuel Cells, Electrolyzers, RNG, SAF, Lithium, Battery Storage
Companies Mentioned:
Nova Chemicals, Westlake, Celanese, Occidental, Dow, LyondellBasell, ExxonMobil, IFF, Univar, Archaea Energy, Gevo,, Origin Materials, Armstrong Flooring, Suncor, Trex Company, Gibson Energy, ConocoPhillips, Enbridge, Tata Steel, Kosmos Energy, Asian Paints, ADM, AGC, Albemarle, BASF, Sinopec, Bayer, Golden Minerals, Hualu Hengsheng, Idemitsu, PPG, Reliance, Sabic, Sibur, Trafigura, Trinseo, Toray, Umicore, Airgas, bp, CATL, Ingevity, Johnson Matthey, Versalis, Zeon, Avery Dennison, The AZEK Company, IKEA, Tyson Foods, Tesla, Uber, Brenntag, ICL, Danimer Scientific, Synalloy, Siemens Gamesa, Olin, Methanex, Shintech, Formosa, Crescent Energy, Hart Energy, Talos Energy, OEG, Talen Energy, Chevron, Toyota, Petronas, Aramco, Venture Global, Arakawa, Atotech, Daikin, Evonik, Shell, WACKER, Brookfield, BlackRock, KBR, EVgo, FREYR, Ford, Carvana, Mitsubishi, Pirelli, Sony, Nintendo, DuPont, Equinor, TotalEnergies, OMV, Air Liquide, Linde, Berry Global, Fayetteville PWC, Bloom Energy, LSB Industries, Denbury, Air Products, VW, Unilever, Braskem, K+S Group, OCI, Indorama Ventures, Phillips 66, Adobe, Advent Technologies, SCC, Mitsui, Pembina, Petrobras, Arkema, Daicel, Merck, Mitsubishi Heavy Industries, Rio Tinto, SQM, Tokai Carbon, Aqualung Carbon Capture, Cummins, Darling Ingredients, Chemours, Carbon America, Nexus, Rivian, RadiciGroup, Technip Energies, Li-Cycle, Lordstown Motors, Neste, United Airlines, Boeing, Nissan, Yancoal, Nippon Shokubai, Orica, LG Energy, AMCS, Mitsui Chemicals, Kuraray, Toray Industries, Asahi Kasei, Mitsubishi Chemicals, Cabot Corporation, Borealis, Williams, ABC Technologies, Carlyle, Blackstone, PTT, Nutrien, Capstone Copper, Koch Industries, Kureha, Lotte Chemical, Siemens, Superior Drilling, Petro Rabigh, Toyobo, Axens, Pertamina, Flux Power, Fortescue Future Industries, JERA Americas, PureCycle, Solvay, Myers Industries, Stora Enso, Ørsted

C-MACC Sunday Thematic & Weekly Recap 118

Global Indicators Lift Concerns, Rocky Times Far From Over

  • Concerning data points, such as higher than expected inflation and concerns with global food supply, continue to mount in 1H22, and quick fixes are unlikely.
  • US chemical industry health indicators have turned negative, especially for some facing new commodity market supply when demand growth may lose momentum.
  • Rising input costs are an added problem for sectors/products with limited pricing power; the fertilizer space displays more pricing power than others.
  • We highlight a higher level of caution in the tone among companies reporting 1Q22 results late in the season, which is consistent with our mounting concerns.
  • Otherwise, we look at energy (again) and the strategic challenges facing the majors, some disconnects on shipping, and the problems in China.

Last week we discussed 32 Chemicals and related products and 170 Companies.

See PDF below for all charts, tables and diagrams

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