Daily Chemical Reactions

Where The Green Grass Grows – High Commodity Prices Well Known, Product Chain Profits Vary
May 20, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Deere, Clariant, SQM, Tianqi, Novelis, CF Industries, Nutrien, Mosaic, Croda, Ross Stores, Sadara, Westlake, Olin, Shintech, Formosa, Orbia, Centennial, Colgate, ExxonMobil, Cargill, Devon Energy, Heranba Industries, Kaneka, Sakai Chemical, Spandex, Sumitomo Bakelite, S-Oil, Slovnaft, Air Liquide, Amcor, Avangrid Renewables, Chemours, Coca-Cola, DL Chemical, LOTTE Chemical, PPG, SABIC, SolarEdge, VF Corporation

Daily Chemical Reaction

Where The Green Grass Grows – High Commodity Prices Well Known, Product Chain Profits Vary

Key Points:

  • We highlight the ties between agriculture and energy markets and broad-based price inflation YTD that holds mixed blessings for derivative product manufacturers and those, such as Deere, serving either of these markets.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Deere, Clariant, SQM, Tianqi, Novelis, Croda, PPG, Sadara, & others).
  • We discuss relevant ESG items ranging from IEA estimates on reducing Heavy Industry emissions among G7 nations and its view on SE Asia’s clean energy market to a picture of the Chinese dominance in rare earth materials.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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