Daily Chemical Reactions

Burned Like A Rocket – U.S. Commodity Equities Outperformed In 1H22, Face Headwinds In 2H22
July 1, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Dow, LyondellBasell, ExxonMobil, Westlake, Nutrien, CF Industries, Corteva, PTT Global Chemical, Sherwin-Williams, PPG, Berry Plastics, General Mills, Freeport LNG, Kinder Morgan, Shell, Marubeni, Polynt, OMV, Borealis, BASF, Koch, Azelis, IFF, Chemdirect, SKW Piesteritz, Lonza, OCI, Croda, Yara, Univar, The Azek Company, Trinseo, Watts Water Tech, Apple, Micron, Ford, General Motors, Nio, Symrise

Daily Chemical Reaction

Burned Like A Rocket – U.S. Commodity Equities Outperformed In 1H22, Face Headwinds In 2H22

Key Points:

  • We follow early 2Q C-MACC research, Pause – Commodity Equities May Take A Breather Here, Despite Compelling Long Term Fundamentals, with a market update to generally frame our chemical sub-sector views for 2H22.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Polynt, Freeport LNG, OMV, Borealis, Shell, BASF, Koch, Azelis, & others).
  • We discuss ESG and clean-energy developments that range from thoughts on the U.S. Supreme court limiting federal power to curb emissions to price shifts in critical minerals used in the energy transition at the close of 2Q22.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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