Daily Chemical Reactions

Like A Wrecking Ball – Demand Uncertainty, Cost Inflation Keeps Many Needed Expansions On Hold
June 2, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha, Ethanol
Companies Mentioned:
Mura Technology, Linde, Saint-Gobain, Li-Cycle, Phillips 66, Denbury, KBR, Dow, LyondellBasell, Westlake, CP Chemical, Borealis, Nova Chemicals, Olin, Nutrien, Origin Materials, YPF, RWE, Octal, LG Chem, Myers Industries, Repsol, Shell, Glencore, Unilever, 3M, Ecovyst, LanzaTech, Plug Power, Tesla, UGI Corporation, Heartwell Renewables, Stellantis, KKR

Daily Chemical Reaction

Like A Wrecking Ball – Demand Uncertainty, Cost Inflation Keeps Many Needed Expansions On Hold

Key Points:

  • US retail gasoline prices recently reached record highs, and profit margins for domestic crude oil refiners and ethanol producers are significantly higher than 2019 average levels despite higher crude and corn costs.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Mura Technology, Linde, Saint-Gobain, Li-Cycle, Phillips 66, & others).
  • We discuss relevant ESG items ranging from a view of Denbury CO2 pipelines and storage on the USGC to the KBR stake in Mura Technology. 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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