Daily Chemical Reactions

Summertime Sadness – Cost Inflation Depresses Most Chemical Product Chain Profits, Keep Tissues Handy
May 18, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Orbia, Westlake, Oxy, Formosa, Shintech, Borouge, Borealis, OMV, ADNOC, Olin, Linde, bp, ExxonMobil, Home Depot, Lowe’s, Eagle LNG, Kinder Morgan, Pemex, Tellurian, Suncor, BASF, Clariant, Henkel, Nova Chemicals, Petronas, Nissan Chemical, Sika, Air Liquide, Shell, Avantium, Axens, Toray, CF Industries, Erema Group, Amazon, American Airlines, Subaru, FREYR, Plug Power, Sinopec, Siemens Energy, TotalEnergies, Nestlé, Target, Walmart, TJX Companies

Daily Chemical Reaction

Summertime Sadness – Cost Inflation Depresses Most Chemical Product Chain Profits, Keep Tissues Handy

Key Points:

  • Chemical product chain profitability mostly turned negative in 1H22 due to higher costs not being fully factored into lagging end-product prices. We highlight a few comparative market bright spots and some troubled areas.  
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Orbia, Borouge, BASF, Sinopec, Air Liquide, Lowe’s, Target, & others).
  • We discuss relevant ESG items ranging from headwinds facing biofuel use in Germany to Orbia presenting a positive sustainability case for PVC. 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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