Sunday Thematic & Weekly Recap

China: Time To Reevaluate; COP(OUT)27; European Gas; A Long-Term Ammonia Deficit, and the value of RNG
October 23, 2022
Commodities Mentioned:
Plastics, PVC, PP, PE, PU, PC, PS, PET, Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha, Renewable Power, Carbon, Nuclear Power, Ammonia, Synthetic Fuel, Sustainable Aviation Fuel, Batteries and Materials, Renewable Natural Gas, Urea
Companies Mentioned:
Formosa Plastics, LyondellBasell, Braskem, TotalEnergies, Pinnacle Polymers, ExxonMobil, Nutrien, CF Industries, Koch Fertilizer, LSB Industries, Dow, Borealis, BP, Archaea, Shell, Nature Energy, Sasol, ArcelorMittal, Stepan, Unipar, Sabic, OQ Chemicals, Technip Energies, Arkema, BASF, Sinopec, Sipchem, Celanese, GCR Group, Phillips 66, Mission Clean Energy, Wafra, Continental Resources, Chemours, Sumitomo Bakelite, Mitsui Chemicals, GS Caltex, BAE Systems, LG Chem, Advent, Wilbur-Ellis, Mueller Industries, Siemen Gamesa, Petronas, Primergy Solar, NextLoop, Nel Hydrogen, INEOS, Ashta Chemicals, Westlake, Olin, Oxy, Shin-Etsu, Compass Minerals, Koch Minerals & Trading, Neste, CNOOC, Air Liquide, Indorama Ventures, Kuraray, Calgon Carbon, Symrise, Cyclyx, Asahi Kasei, Bayer, Gingko Bioworks, Trecora, Braskem Idesa, Chevron, Uniper, Baker Hughes, ICL Group, Albemarle, Livent, SQM, Tianqi Lithium, J.B. Hunt, Nestle, Albertsons, Sumitomo Rubber, Issaquena Green Power, Air Products, PWC, CP Chemical, Epsilyte, Arakawa Chemical, AkzoNobel, Asian Paints, DCM Shriram, Gujarat FluoroChemicals, ICL, Navin Fluorine, Nuberg EPC, OCI, Posco Chemical, PPG, SCG Chemicals, Denka, Summit Midstream, TC Energy, Jack Daniel’s, Gail, JBF Petrochemicals, Nexus Circular, Woodside, Sherwin-Williams, TeraWatt, Shakti Plastic, Octopus Energy, Siemens Energy, Tesla, Nova Chemicals, Corteva, Yara, Axalta, ADM, Denbury, ADNOC, ChemChina, Schlumberger, Alpek, Linde, Clariant, Trafigura, Helmerich & Payne, Hexpol, Enviro, ScottishPower, Capstone Green Energy, PureCycle Technologies, Williams, Keras Resources, H2-Industries, Blackstone, American Express

C-MACC Sunday Thematic & Weekly Recap 140

China: Time To Reevaluate; COP(OUT)27; European Gas; A Long-Term Ammonia Deficit, and the value of RNG

  • China may no longer be the growth engine many have modeled;  the political landscape is changing & local surpluses are building. The wrong place to invest?
  • COP27 could look very different from COP26, with much less broad agreement and more countries fighting their own corners much harder than last year.
  • The European natural gas price collapse may be the calm before the storm, but there is a chance that panic has driven too much purchasing – Y2K event ahead?    
  • We look at whether ammonia/urea production for fertilizer can be fixed before additional demand paths for ammonia takes off and keeps the market tight.
  • We follow up on our view that renewable natural gas demand will surpass supply for the long term– bp’s acquisition of Archaea looks dilutive but smart.

Last week we discussed 26 Chemicals and related products and 135 Companies.

See PDF below for all charts, tables and diagrams

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