Sunday Thematic & Weekly Recap

Lack Of Political Experience Raises Global Growth & Investment Risk
October 2, 2022
Commodities Mentioned:
PVC, Polypropylene, Polyethylene, Polyurethane, Polycarbonate, Polystyrene, PET, Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha, Ammonia, Fertilizer, Renewable Fuels, Coal, Fossil Fuels, Hydropower, Plastics, PET, Recycled Polymer, Biofuels, Carbon, Steel, Concrete, Synthetic Fuels, Jet Fuel, Geothermal, Wind, Solar
Companies Mentioned:
Dow, LyondellBasell, Westlake, Braskem, Nutrien, CF Industries, LSB Industries, AkzoNobel, Sherwin-Williams, PPG, Avient, Celanese, DuPont, Methanex, Borealis, Reliance, Sibur, Umicore, Interzero, Eastman, Chevron, BP, Petrobras, TotalEnergies, Element Materials, Berry Global, Aquaterra Energy, Arkema, Rio Tinto, Selenis, Olin, Shin-Etsu, Occidental, Formosa Plastics, Hess, Nabors Industries, Halliburton, Schlumberger, Shell, Toray, Yokogawa, GreenFirst, DAK Industries, Orbia, Lummus Technology, Pemex, Equinor, Tallgrass Energy, Evonik, Ingevity, Kaneka, Nova Chemicals, Sabic, H.B. Fuller, Solvay, Youlchon Chemical, Aemetis, Amcor, BASF, Ørsted, Hyosung, Sumitomo Chemical, Sunnova, Neste, Technip, Agilyx, W.R. Grace, Santander, Bloom Energy, Plug Power, McPhy, ITM Power, NEL, Talos Energy, EnVen Energy, Flux Power, NEOM, Covestro, Huntsman, Lanxess, Ascend Performance, Univation, EDF Energy, Repsol, Sinopec, ASK Chemicals, Kolon Industries, Thyssenkrupp, Nouryon, SCG Chemicals, Saint-Gobain, Biotrend Energy, ITC Packaging, Brookfield, Enterprise Products, Essar Group, Fluor, CarMax, Williams, Navigator Holdings, Corteva, Chandra Asri, Johnson Matthey, Ineos, Lotte Chemical, Trinseo, Clariant, Elogen, FREYR Battery, Unilever, Maersk, First Hydrogen, Petronas, Wanhua Chemical, M. Holland

C-MACC Sunday Thematic & Weekly Recap 137

Lack Of Political Experience Raises Global Growth & Investment Risk

  • This is likely the wrong time for politicians to experiment with political theory, but inexperienced ones might try. The world is in bad shape, and it could get worse.
  • Managing inflation/recession will not work while trying to be popular; tough fiscal/monetary action is needed, which scares many insecure leaders today.    
  • Business leaders could face policy zigzagging, country by country, over the next few years as one party tries to fix the mistakes of another, especially in Europe.
  • The “global” model is more fragile than it has been in decades, and the net effect will likely be a reluctance to invest, maintaining negative pressure on supply.
  • Otherwise, we look at the steady string of additional earnings warnings, and in the last section, we focus on autos, where we have a very negative US view.

Last week we discussed 30 Chemicals and related products and 115 Companies.

See PDF below for all charts, tables and diagrams

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