Daily Chemical Reactions

Cry Me A River – Low US Inland River Water Levels Impede Agriculture & Chemical Product Flows
October 14, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
ADM, Bunge, Dow, Olin, Indorama, Westlake, Eastman, Issaquena Green Power, Chevron, BP, Coca-Cola, Eni, Enel, Worley, Maersk, TotalEnergies, Wanhua Chemical, Agilis, Hyosung Advanced Materials, Givaudan, Idemitsu Kosan, Eneos, K+S Minerals, Shin-Etsu Chemical, Scania, Rio Tinto, M. Holland, LyondellBasell, Repsol, Acteco, MEGlobal, Dharamsi Morarji, Tokai Carbon, CF Industries, Synpet Tech

Daily Chemical Reaction

Cry Me A River – Low US Inland River Water Levels Impede Agriculture & Chemical Product Flows

Key Points:

  • We highlight US inland barge traffic congestion due to low river levels as a headwind for agriculture and chemical markets and working in favor of price inflation.
  • Low Mississippi river water levels are helping us gauge risk with our Issaquena Green Power project. Our confidence in the viability of the project has not declined.
  • We note the price increase of USGC ethane relative to Ex-US naphtha WoW, discuss the TotalEnergies 3Q22 market update, and highlight a few nuclear power stats.
  • We discuss the competition between ammonia and methanol as a shipping fuel, and we highlight the expansion in RNG targeting the California transportation market.
  • We provide a breakdown of consumer inflationary pressures by end-product category and show estimates supporting the case of falling US homebuyer demand.

See PDF below for all charts, tables and diagrams

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