Daily Chemical Reactions

Rock and A Hard Place – Chemical Market Indicators Suggest Stiffening Profit Headwinds In 2H22
June 23, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
PTTGC, H.B. Fuller, Eastman, Air Liquide, Pilbara, Cheniere, Dow, LyondellBasell, Celanese, SABIC, Braskem, BASF, Freeport LNG, Sinopec Shanghai Petrochemical, Chevron, Eagle LNG, Sempra Energy, Shell, AkzoNobel, Invista, Umicore, Lenzing, Imperial Supplies, Siemens Energy, Aptar, Bloom Energy, BMW, Tesla, Evonik, Ford, Indorama Ventures, Quantafuel, Apogee Enterprises, Bayer, Target, Toyota, Xebec Adsorption, Columbus McKinnon,

Daily Chemical Reaction

Rock and A Hard Place – Chemical Market Indicators Suggest Stiffening Profit Headwinds In 2H22

Key Points:

  • The profit headwinds that faced US petrochemical producers in 2Q were higher at the end of the quarter relative to its start. We advise corporates to not maintain overly optimistic 2H22 outlooks based on stale data points.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., ExxonMobil, H.B. Fuller, Eastman, Air Liquide, Pilbara, Cheniere, & others).
  • We discuss ESG items that range from PTTGC evaluating an advanced recycling facility in Ohio to the many benefits of plastic food packaging that critics should consider. We also flag our ESG weekly research 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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