Sunday Thematic & Weekly Recap

Food For Thought: Boosting Crop Output Becomes Critical
May 22, 2022
Commodities Mentioned:
PVC, Polypropylene, Polyethylene, Polyurethane, Polycarbonate, Polystyrene, PET, Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha, Ammonia, SAF, Renewable Fuels, Methane, Oxygen, Renewable Power, Industrial Gas, Ethanol, Ethylene, Sugar, Food Waste, Recycled Plastic, Fertilizer, Nickel, Lithium, EVs
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, CP Chemical, Nova Chemicals, Westlake, Celanese, Occidental, Orbia, Oxy, Formosa, Shintech, Borouge, Borealis, OMV, ADNOC, Olin, Lowe’s, Eagle LNG, Kinder Morgan, Pemex, Tellurian, Suncor, Clariant, Henkel, Petronas, Nissan Chemical, Sika, Shell, Avantium, Axens, Toray, CF Industries, American Airlines, Subaru, FREYR, Plug Power, Sinopec, Siemens Energy, TotalEnergies, Nestlé, Target, TJX Companies, Talos Energy, Freeport LNG, Carbon Streaming, Aqualung Carbon Capture, Carbon America, MZT, Breakthrough Energy, Air Products, NextDecade LNG, Hart Energy, Denbury, Summit Carbon Solutions, Carlyle, Green Rock Energy Partners, Bio Town Biogas, Macquarie, Braskem, Berry Global, OCI, PureCycle, Nutrien, Mitsui, Koch Industries, Dyno Nobel, Iowa Fertilizer Co., Coffeyville Resources, AdvanSix, Yara, Dakota Gasification, Green Valley Chemical, INEOS, Kohl’s, Citgo, Ecopetrol, Crescent Point, Cosmo Energy, Schlumberger, C.H. Robinson, CropEnergies, Chemours, Rystad Energy, Renewable Energy Group, Renault, New Hope Energy, Monro, Mercedes-Benz, Eagle Materials, Deere, SQM, Tianqi, Novelis, Mosaic, Croda, Ross Stores, Sadara, Centennial, Colgate, Cargill, Devon Energy, Colgate, Heranba Industries, Kaneka, Sakai Chemical, Spandex, Sumitomo Bakelite, S-Oil, Slovnaft, Amcor, Avangrid Renewables, Coca-Cola, DL Chemical, LOTTE Chemical, PPG, SABIC, SolarEdge, VF Corporation

C-MACC Sunday Thematic & Weekly Recap 119

Food For Thought: Boosting Crop Output Becomes Critical

  • Ammonia and nitrogen-based fertilizer prices have surged since 2021, adding to factors driving rising concerns about food price inflation and availability.
  • U.S. ammonia economics are compelling, given low natural gas costs compared to those abroad and strong farmer financials enable them to absorb high prices.
  • Domestic ammonia production growth plans are “blue” with hints of green if the costs decline. “Blue” is not without challenges as carbon capture costs remain high.
  • We discuss Orbia’s ambitions to grow its PVC business, think a venture with Olin may make sense for some of it, and note signs of housing market weakness ahead.
  • Otherwise, we talk about more 2022 optimism, the differing landscape for polyethylene versus polypropylene, and more on ethylene feedstocks and LNG.

Last week we discussed 29 Chemicals and related products and 159 Companies.

See PDF below for all charts, tables and diagrams

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