Daily Chemical Reactions

Pressure – Global Commodity Chemical Margins Contracted In 1H22, Rebound Unlikely In 2H22
July 7, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Shell, BASF, Ineos, Borealis, LyondellBasell, Westlake, Formosa Plastics, Dow, ExxonMobil, C.P. Chemical, Perstorp, Danimer Scientific, Element Materials, Samsung Electronics, Samsung Engineering, Air Products, VPI, New Fortress, Entegris, CMC Materials, Arkema, Advent Technologies, Fisker, Kilroy Realty, 3M, Maire Tecnimont, Cyclyx, Orsted, Ravago, Tianqi Lithium, WuXi STA, GACL, TotalEnergies, Whitecap, Sekisui Chemical, Shiseido, Sumitomo Chemical, Helen of Troy, The Buckle

Daily Chemical Reaction

Pressure – Global Commodity Chemical Margins Contracted In 1H22, Rebound Unlikely In 2H22

Key Points:

  • Global commodity chemical profitability fell in 2Q22 as higher production costs were not mirrored by downstream price hikes in most product chains. Our indicators suggest chemical product availability will increase in 2H22.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Shell, Perstorp, Danimer Scientific, Element Materials, Samsung, & others).
  • We discuss ESG and clean-energy developments ranging from a hydrogen hub development in the UK to the IEA sharing our concerns about global solar supply chain reliance on China. See 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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