Daily Chemical Reactions

Delicate – Deteriorating Profit Trends Could Crack 2H22 Expectations Broadly, 2Q Results To Be Mixed
July 19, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
LyondellBasell, Heartland Polymers, Braskem, BASF, Yara, Solvay, Ashland, Alpek, Indorama, FENC, Atotech, Chemanol, Johnson Matthey, Meghmani Finechem, Lummus Technology, TotalEnergies, Adnoc, Sabic, Air Liquide, Elkem, Shell, Tokuyama, Mitsubishi Gas Chemical, Monolith, Röhm, Novozymes, BHP, Neste, Suncor, Azelis, Petrobras, Synthesia Technology, Indorama Ventures, Repsol, Navantia, Cargill, Continental Grain, Halliburton, Oneok

Daily Chemical Reaction

Delicate – Deteriorating Profit Trends Could Crack 2H22 Expectations Broadly, 2Q Results To Be Mixed

Key Points:

  • U.S. polymer premiums relative to Asia are falling amid rising availability, and more pressure is likely ahead. Chemical sector updates that show better-than-expected 2Q results are emerging, but macro headwinds are mounting.
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., BHP, ASF, Solvay, Ashland, Yara, Indorama, Oneok, Alpek, BHP, & others).
  • We discuss ESG items that range from rising concerns surrounding the long-term supply of energy transition metals to the role of nuclear power in energy security targets. See our dedicated 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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