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

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