Daily Chemical Reactions

Skyline – US Cost Advantages Support Long-Term Sector Optimism, Near-Term Profit Trends Worsen
June 1, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
TPC Group, Lanxess, DSM, ABB, CP Chemical, Nova Chemicals, Enterprise Products, Qatar Petroleum, Donaldson, Venture Global LNG, Celanese, DuPont, ExxonMobil, Advent, Dow, TPC, DWS, Adnoc, YPF, Chart Industries, Chevron, Cenovus, Suncor, Gazprom, Pemex, Shell, TotalEnergies, Alpec, Borealis, Borouge, Chemours, Gail, Mitsui Chemicals, Nexeo, Orion Engineered Carbons, Petronas Chemicals, Ube Group, Sadara, Cemex, CHIMEI, Li-Cycle, Livent, LG Chem, Neste, Repsol, Delta

Daily Chemical Reaction

Skyline – US Cost Advantages Support Long-Term Sector Optimism, Near-Term Profit Trends Worsen

Key Points:

  • US chemical production costs on average remain advantaged relative to Ex-US peers. We discuss potential projects in Orange County, TX, recent global sector M&A, and highlight profit headwinds facing producers in June.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., TPC Group, Lanxess, DSM, ABB, CP Chemical, Nova Chemicals, & others).
  • We discuss relevant ESG items ranging from headwinds facing global solar developments to commentary on FERC proposals for U.S. grid planning. Also, 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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