Daily Chemical Reactions

The Price You Pay – Western Market Price Inflation To Rattle Consumers, Chemical Sector Profitability Takes A Hit In 2Q22
June 10, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Birla Carbon, Repsol, Nutrien, Linde, Borealis, OMV, Gevo, Petro Rabigh, Freeport LNG, Univar, BASF, Dow, Covestro, CP Chemical, ExxonMobil, Westlake, POET, EnLink, Equinor, Cheniere, Glencore, Mitsubishi Power, Georgia Power, Trafigura, Bayer, Technip, Evonik, KazMunayGas, First Solar, Innergex, Honeywell, Shell, Plug Power, Tesla, Redfin

Daily Chemical Reaction

The Price You Pay – Western Market Price Inflation To Rattle Consumers, Chemical Sector Profitability Takes A Hit In 2Q22

Key Points:

  • Western market consumer price inflation expectations for full-year 2022 have surged YTD to show considerably more inflation relative to Asia. We discuss the latest US CPI trend and our concerns that US chemical sector profitability is set to decline in 2H22.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Linde, Birla Carbon, Borealis, OMV, Gevo, Nutrien, Petro Rabigh, Repsol, and others).
  • We discuss ESG items ranging from a view of US ethanol margins and its price relative to US gasoline, and more US ethanol producer carbon capture agreements. 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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