Daily Chemical Reactions

The House Is Rockin’, Fewer Knockin’ – Chemical Sector Concerns Hoppin’ Amid Demand Floppin’
June 15, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Olin, LyondellBasell, Nova Chemicals, Mitsui, Freeport LNG, Li-Cycle, AkzoNobel, Westlake, Oxy, Shintech, Formosa Plastics, Orbia, Sherwin-Williams, Advario, Braskem, BP, Repsol, ShipBob, Univar, Balchem, Clariant, Lynas, CorPower Ocean, Cal Solar Inc, GM, Romco, Toyota, Cheniere, Tesla, Volkswagen, Ikea, Stellantis, Sulzer

Daily Chemical Reaction

The House Is Rockin’, Fewer Knockin’ – Chemical Sector Concerns Hoppin’ Amid Demand Floppin’

Key Points:

  • Our view of building & construction product markets is generally cautious for 2H22, as recent demand indicators have broadly turned negative. We flag the major polymers targeting this market and other commodity trends.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Olin, LyondellBasell, Nova Chemicals, Mitsui, Freeport LNG, & others).
  • We discuss ESG sector items ranging from recent Li-Cycle upping its battery recycling capacity to current trends in European carbon values.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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