Daily Chemical Reactions

Public Enemy #1 – Price Inflation At Risk Of Locking Up Demand, Chemical Sector Profit Faces Jail Time 
July 13, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
DuPont, Dow, ExxonMobil, CP Chemical, LyondellBasell, PPG, Sherwin-Williams, BASF, Nutrien, CF Industries, Corteva, FMC, The Andersons, Celanese, Ineos, W.R. Grace, Trinseo, Ube, Umicore, Shell, Unilever, Kellogg, Plug Power, Tellurian, Fastenal, Braskem, Circularix, Macquarie, Equinor, EcoVadis, Mitsubishi Heavy Industries, Hillenbrand, Repsol, M. Holland, 3M, Clariant, Advanced Petrochemical, Rivian

Daily Chemical Reaction

Public Enemy #1 – Price Inflation At Risk Of Locking Up Demand, Chemical Sector Profit Faces Jail Time 

Key Points:

  • US consumers face persistent inflationary headwinds, and our industry indicators and analysis suggest a quick fix is unlikely. We discuss the latest CPI trend and our concerns that US chemical sector profitability faces significant headwinds in 2H22.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Shell, Celanese, Ineos, PPG, W.R. Grace, Trinseo, Ube, Umicore, BASF, & others).
  • We discuss ESG items that range from a general US biofuel market view to EU carbon market trends. See our latest 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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