Daily Chemical Reactions

Rock You Like A Hurricane – Petrochemical Margin Pressure Rises, Motion Sickness Far From Over
May 25, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Methanex, Covestro, Albemarle, Johnson Matthey, Shell, Worley, Bloom Energy, Toll Brothers, Dow, LyondellBasell, Westlake, LSB Industries, Dick’s Sporting Goods, Aramco, Petrobras, Borouge, Halliburton, Baker Hughes, Technip Energies, EnLink, Excelerate Energy, Navigator Gas, Unimot, Airbus, BASF, Bunge, Cepsa, S-Oil, Ester Industries, Air Liquide, Chevron, FREYR Battery, PPG, TotalEnergies, Trafigura, REX American Resources, Best Buy, Nordstrom, Express Inc.

Daily Chemical Reaction

Rock You Like A Hurricane – Petrochemical Margin Pressure Rises, Motion Sickness Far From Over

Key Points:

  • US chemical producers face margin headwinds amid rising costs, declining product affordability, and mounting risks facing domestic price premiums in 2H22. An above-avg. US Hurricane season may be needed for price hikes.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Methanex, Covestro, Albemarle, Johnson Matthey, Shell, Worley, others).
  • We discuss relevant ESG items ranging from LSB announcing a US green ammonia project and selecting Bloom Energy as an electrolyzer provider to highlighting a global CO2 tax and emission trading system map by region. See our ESG weekly and other related research coverage 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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