Daily Chemical Reactions

Where The Corn Don’t Grow – Ammonia Demand to Increase Beyond Fertilizer, Clean Initiatives Sprout
May 19, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha, Ammonia
Companies Mentioned:
LSB Industries, Nutrien, CF Industries, Mitsui, Koch Industries, Dyno Nobel, Iowa Fertilizer Co., Coffeyville Resources, Mosaic Company, AdvanSix, OCI, Yara, BASF, Dakota Gasification, Green Valley Chemical, Chevron, ExxonMobil, INEOS, LyondellBasell, Denbury, Walmart, Target, Kohl’s, Citgo, Ecopetrol, Oxy, Crescent Point, Pemex, Cosmo Energy, Sika, Schlumberger, Borealis, C.H. Robinson, CropEnergies, Chemours, Braskem, Rystad Energy, Renewable Energy Group, Renault, New Hope Energy, TotalEnergies, Monro, Mercedes-Benz, Eagle Materials

Daily Chemical Reaction

Where The Corn Don’t Grow – Ammonia Demand to Increase Beyond Fertilizer, Clean Initiatives Sprout

Key Points:

  • Chemical product prices have increased with energy costs in 2022, lifting implied clean project economics and spurring related project announcements. We highlight ammonia as a market positioned to see a considerable shift.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Nutrien, Denbury, Sumitomo, LyondellBasell, Galaxy Surfactants, & others).
  • We discuss relevant ESG items ranging from China’s proposed wind and solar power expansions to the New Hope and TotalEnergies JV development of a TX recycle facility. Also, see our latest ESG weekly 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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