Daily Chemical Reactions

Hunger Games – Inflation Will Cut Non-Essential Product Demand, Increasingly Hard To Digest
May 17, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Walmart, Home Depot, Kroger, Archaea Energy, BASF, Enterprise Products, LSB Industries, American Vanguard, United Airlines, Dow, LyondellBasell, Altus Power, Aramco, ConocoPhillips, Sempra, YPF, Neogen Chemicals, Solvay, OQ Chemicals, ADM, BlackRock, Bp, Linde, Carbon Clean, Chevron, Exxonmobil, Air Liquide, Toyota, CaetanoBus, Haldor Topsoe, GE, Li-Cycle, LG Chem, Rivian, Sumitomo, Philip Morris, Amazon, Vodafone, Boeing, Nucor, Qantas, Posco Holdings, JERA, Erema Group, Vinnolit, Tosoh

Daily Chemical Reaction

Hunger Games – Inflation Will Cut Non-Essential Product Demand, Increasingly Hard To Digest

Key Points:

  • US retail sales increased in April, with price hikes leading the charge. We discuss takeaways from the latest Walmart and Home Depot reports and mounting cost headwinds likely to impact chemical end-consumer spending.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., BASF, Enterprise Products, LSB Industries, American Vanguard, & others).
  • We discuss relevant ESG items ranging from Kroger food waste estimates to the US’s mounting state support for advanced recycling. We also highlight a slide from Archaea Energy and flag our latest ESG 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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