Daily Chemical Reactions

After The Fire Is Gone – Commodity Chemical & Agricultural Chemical Equities Take A Breather, Expectations Reset Lower
July 15, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
TotalEnergies, EMS Group, Kemira, Repsol, Worley, Hexpol, BP, Dow, LyondellBasell, Westlake, Formosa Plastics, ExxonMobil, Shin-Etsu, Olin, Occidental, Orbia, Sinopec, BASF, Nutrien, CF Industries, Corteva, Berry Plastics, Saipem, The Andersons, Huntsman, Hexion, Shell, Petrobras, Adama, Methanex, PPG, Sherwin-Williams, Air Liquide, Braskem, Gevo, Rio Tinto

Daily Chemical Reaction

After The Fire Is Gone – Commodity Chemical & Agricultural Chemical Equities Take A Breather, Expectations Reset Lower

Key Points:

  • U.S. commodity, fertilizer & agricultural chemical equities have underperformed other chemical sub-sectors since March, after considerable outperformance in 1Q22. We discuss our 2H22 concerns and also why we maintain a positive long-term outlook.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., Shell, TotalEnergies, EMS Group, Hexpol, Worley, Repsol, BP, Kemira, Braskem, & others).
  • We discuss ESG items ranging from a view of energy sector equity performance with low-carbon initiatives considered to the EV battery recycling chain. We also flag our latest ESG weekly, The Fuel Ethanol Market Could Self Destruct – Good For SAF/Gevo.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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