Daily Chemical Reactions

She Thinks My Tractor’s Sexy (But, Not My Agriculture Stocks) – Agriculture Capex Rises, More Than Other Material Sectors
June 9, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Nutrien, CF Industries, LyondellBasell, Freeport LNG, Univar, BASF, Exxon Mobil, Air Products, Chevron, Mercuria, Conab, Cheniere, Equinor, Kemira, Qatar Energy, CP Chemical, Sherwin-Williams, Black Hills, ChargePoint, Clariant, Japan Airlines, Nestle, Tesla, Unilever, Boeing, Swancote Energy, Hasbro, Target, Dow, TehcnipFMC, Bharat Petroleum, Intel, The Andersons, Mosaic, LSB Industries

Daily Chemical Reaction

She Thinks My Tractor’s Sexy (But, Not My Agriculture Stocks) – Agriculture Capex Rises, More Than Other Material Sectors

Key Points:

  • Crop prices have surged since 2020, spurring farm income higher, despite rising input costs, and positive sector sentiment with it. We discuss weak US agriculture sector equity performance in 2Q22 relative to chemicals and their different views of growth Capex.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Chevron, Nutrien, CF Industries, LyondellBasell, Freeport LNG, Univar, BASF, and others).
  • We discuss ESG items ranging from a compelling long-term demand view for clean ammonia to another view of critical material price inflation in the clean energy sector. We also highlight 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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