Daily Chemical Reactions

Penny Lane – U.S. Ethylene Exports Set Record, High Ex-US Energy Values Will Encourage More
May 24, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Navigator Gas, Wacker, Lithium Americas, Kolon Industries, Nufarm, Enterprise Products, Nova Chemicals, Westlake, Chevron Phillips Chemical, ExxonMobil, Chevron, Dow, Shell, Talos Energy, Amazon, GE Power, aramco, Petrobras, S-Oil, Unimot, Air Water, Borouge, Incitec Pivot, Nucor, Milliken, Piedmont Lithium, Sumitomo Chemical, Reliance Industries, Evonik, Arafura Resources, Adnoc, Capstone Green Energy, Ineos, Barnes, PPG, Siemens Gamesa, Sempra, Worley, Avantium Renewable Polymers, Best Buy, Topsoe, Carvana, ProAmpac, Stellantis, Zoom

Daily Chemical Reaction

Penny Lane – U.S. Ethylene Exports Set Record, High Ex-US Energy Values Will Encourage More

Key Points:

  • Global spot chemical profit margins are lower YTD due to higher energy costs, but the cost curve still favors U.S. production and exports. Challenges will likely persist in 2H22 before our mega-cycle outlook gains attention.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Navigator Gas, Wacker, Lithium Americas, Kolon Ind., Nufarm, & others).
  • We discuss relevant ESG items ranging from Talos Energy investor day highlights to the IEA electric vehicle outlook that shows China’s sizable battery material market share. See our latest ESG research 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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