Daily Chemical Reactions

A Bad Case of Gas – Higher Costs Result In Cramps For Most Consumers, Set To Persist Well Into 2H22
May 26, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Celanese, Covestro, Venture Global, SABIC, TechnipFMC, DCW, Dow, LyondellBasell, CP Chemical, Westlake, Santos, Oxy, NextDecade, Talos Energy, Freeport LNG, Sempra, Cameron LNG, TotalEnergies, Cheniere, POSCO International, Novatek, Shell, Vanguard, Aramco, Johnson Matthey, Kuraray, Linde, Lummus, Clariant, Orion Engineered Carbons, WACKER, Wood, Carlyle, Chevron, Borealis, ExxonMobil, Honeywell, INEOS, LSB Industries, Thyssenkrupp, Bloom Energy, PPG, Repsol, Apple, Deere, Williams-Sonoma

Daily Chemical Reaction

A Bad Case of Gas – Higher Costs Result In Cramps For Most Consumers, Set To Persist Well Into 2H22

Key Points:

  • US retail gasoline and US natural gas prices reached their highest levels in more than 10yrs this week. Cost inflation is mounting for both US consumers and US petrochemical producers, and a quick fix appears unlikely to us.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Celanese, Covestro, Venture Global, SABIC, TechnipFMC, DCW, & others).
  • We discuss relevant ESG items ranging from findings from the American Clean Power Association 1Q22 update to Australian developments in CCUS. See our latest 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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