Daily Chemical Reactions

You’ve Lost That Lovin’ Feelin’ – Chemical Demand Trends Turn Colder, Supply Gets Hotter & Bothered
June 29, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Methanex, Formosa Plastics, BASF, Repsol, Pilbara Minerals, LyondellBasell, Celanese, Southern Chemical Corporation, Natgasoline, Mitsui, Ineos, Bed Bath and Beyond, General Mills, McCormick, ExxonMobil, JOGMEC, Schlumberger, Williams, Cameron LNG, Atotech, Liontown Resources, Ford, Sika, Showa Denko, Air Products, AeroViroment, Blue Clover, Lotte Chemical, Neste, Siemens Energy, TotalEnergies, Volkswagen, H&M, Paychex, Compass Minerals, Crossbridge Energy, DWS, FREYR Battery

Daily Chemical Reaction

You’ve Lost That Lovin’ Feelin’ – Chemical Demand Trends Turn Colder, Supply Gets Hotter & Bothered

Key Points:

  • Methanex methanol contract postings for July combine to display a global price decline MoM though YTD regional price and feedstock trends vary. We find negative global demand indicators mounting in favor of our 2H concerns.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Methanex, Formosa Plastics, BASF, Repsol, Pilbara Minerals, & others).
  • We discuss ESG items that range from general thoughts on food and clean-energy products competing for crops to US ethanol prices reflecting multi-year lows relative to RBOB gasoline. Also, see our ESG 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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