Daily Chemical Reactions

Danger Zone – Supply Chain & Input Price Turbulence Slows US Manufacturers, Demand On A Downward Flight Path
June 17, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Enterprise Products, Energy Transfer, Freeport LNG, Celanese, LyondellBasell, Dow, Shell, BP, Sherwin-Williams, Kumho Petrochemical, Obsidian Energy, Glencore, Tianjin Bohai, Olin, Orion, Syngenta, UniteChem, Codelco, Aramco, Avfuel, Chevron, Sony, Tesla, TotalEnergies, Unilever, Amazon, Boeing, Tesco, Walmart, Kroger, Rivian, Genomatica, Honda, Sibur, Amogy

Daily Chemical Reaction

Danger Zone – Supply Chain & Input Price Turbulence Slows US Manufacturers, Demand On A Downward Flight Path

Key Points:

  • U.S. industrial production growth slowed in May due to a decline in manufacturer output, supporting our near-term chemical sector concerns amid mounting evidence that domestic producers have broadly seen profitability decline amid higher costs in 2Q22.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Shell, Dow, Kumho Petrochemical, Sherwin-Williams, B.P., Freeport LNG, and others).
  • We discuss ESG items ranging from commentary on the global hydrogen market and BP’s ambitions to recent E-cracker progress from Dow and Shell. We also flag our latest ESG weekly titled, Environmental “Affirmative Action” Could Cause More Problems.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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