Daily Chemical Reactions

A Change Is Gonna Come – Commodity Chemical Availability Improvements Are Now Well Anticipated, And That’s An Issue
July 22, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
PPG, Sherwin-Williams, Dow, LyondellBasell, Chevron Phillips Chemical, ExxonMobil, BASF, PKN Orlen, Sika, Sensient Technologies, Schlumberger, Woodside Energy, BHP, LG Chem, DuPont, Rio Tinto, Compass Minerals, Baker Hughes, Uniper, Denbury, Vattenfall, TotalEnergies, Cleveland-Cliffs, Nucor, Linde, Lonza, Aramco, SABIC, WeylChem, EQT, Nexus, Trinseo, Novelis, Vale, American Express, Kinder Morgan, Blackstone, CSX

Daily Chemical Reaction

A Change Is Gonna Come – Commodity Chemical Availability Improvements Are Now Well Anticipated, And That’s An Issue

Key Points:

  • An issue to consider with our expectations for price weakness for polymer producers and fewer raw material issues for specialty producers in 2H22 is the same for both – they are now well anticipated. Commodity producers may see more relative profit surprises. 
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., PPG, BASF, PKN Orlen, Sika, Sensient, Schlumberger, Woodside Energy, CSX, & others).
  • We discuss ESG items ranging from Denbury expanding its CO2 sequestration portfolio to the advancement of a UK critical mineral strategy. We also flag our latest ESG weekly, ESG Investing Stinks! We need something different to drive change.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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