Sunday Thematic & Weekly Recap

Shirking Responsibility Is Not A Strategy, And Will Solve Nothing
September 25, 2022
Commodities Mentioned:
PVC, Polypropylene, Polyethylene, Polyurethane, Polycarbonate, Polystyrene, PET, Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha, Fuels, Plastics, Carbon, Solar, Ammonia, Methanol, Ethanol, Methane, LPG, Heavy Fuel Oil, Diesel, Jet Fuel, SAF, Gasoline, Ethylene, RNG, Wind Power, Recycled Resin, R-PET, Batteries, LNG
Companies Mentioned:
Dow, LyondellBasell, Westlake, Braskem, ADM, Poet, Nutrien, CF Industries, LSB Industries, Olin, Shin-Etsu, Occidental, Formosa Plastics, Huntsman, Henkel, Neste, Marathon Petroleum, Valero, Phillips 66, ExxonMobil, Orbia, Celanese, Bachem, Chevron, DSM, Glencore, Fuso Chemical, Toray, Trecora, Allison, Aurora Solar, Koch Technology, Lenzing, Evonik, Petronas, BASF, Petronas Chemicals, Toyo Ink, Nexam, RadiciGroup, Cim Group, Ford, PPG, Trinseo, General Mills, Chemours, Uniper, DuPont, Borealis, MAM, Magnolia Oil & Gas, Shell, Tellurian, Advent International, Lanxess, Asahi Kasei, DOMO Chemicals, Eastman, Epsilyte, Ineos, Greiner Packaging, OMV, Piedmont Lithium, Air Liquide, PetroChina, Aramco, Schlumberger, Balaji Amines, W. R. Grace, Aemetis, Cathay Pacific, Ryanair, World Energy, Terreva Renewables, Plug Power, Bloom Energy, Talos Energy, Denbury, Gulf Coast Sequestration, Topsoe, Yara, H.B. Fuller, Enbridge, BP, Gunvor, Adnoc, Repsol, Air Products, Keppel Infrastructure, Saint-Gobain, Rohm, NextChem, Novoloop, Rio Tinto, Australian Potash, Cummins, NIS, Walmart, Enterprise Products, Pinnacle Polymers, Arkema, Flux Power, EnVen Energy, Stabilis, Technip, Brenntag, Gujarat Alkalies, Indorama, Orion Engineered Carbons, LG Energy, BlackRock, Ballard, Newmont, Lhyfe, Interzero, Shougang Group, SK Chemicals, Solvay, Unipetrol, FedEx, Mercedes-Benz, Toyota, Costco

C-MACC Sunday Thematic & Weekly Recap 136

Shirking Responsibility Is Not A Strategy, And Will Solve Nothing

  • We are critical of the Bloomberg “no chemical investment” initiative as, unusually for Bloomberg, it shirks environmental responsibility in our view.
  • The US can be the lowest cost, cleanest source of needed hydrocarbons, chemicals, and plastics with proper standards, economic growth, and trade.
  • Asking others to produce instead increases dependence on others – which has national security issues and shirks/avoids taking environmental leadership.
  • The current collapse in chemical industry margins in the US will do more to stop investment than any activist initiative. We need to find the floor – not there yet.
  • Otherwise, look at specialty chemical outlooks, ammonia again as we see momentum continuing, how refining shortages could correct quickly, and autos.

Last week we discussed 33 Chemicals and related products and 123 Companies.

See PDF below for all charts, tables and diagrams

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