Daily Chemical Reactions

Got A Hold On Me – Energy Transition Metals To Stay Tight, Most Others Face A Holiday Loneliness Fight
December 1, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Compass Minerals, Livent, Albemarle, Ganfeng Lithium, Glencore, Umicore, Freeport-McMoRan, OCI, Nutrien, AdvanSix, CF Industries, LSB Industries, Koch Fertilizer, Celanese, BASF, Dow, Huntsman, ExxonMobil, Mitsubishi Heavy Industries, Johnson Matthey, DSM, Azelis, Clariant, Evonik, Petrobras, Elementis, Anellotech, Babcock & Wilcox, Chart Industries, Sempra, INEOS, Enbridge, Oxy

Daily Chemical Reaction

Got A Hold On Me – Energy Transition Metals To Stay Tight, Most Others Face A Holiday Loneliness Fight

Key Points:

  • We anticipate clean energy materials and fertilizer prices to reflect more support than most commodity chemical market values amid production improvements into 2023.
  • We highlight the drop in Brent Crude values relative to natural gas in 4Q22 and the strength in US diesel prices relative to gasoline, among other relevant global trends.
  • We discuss the steepness in Asia ethylene production costs relative to the US, partly due to low co-product values, and note recent European polymer price movements.
  • We discuss why construction costs for SMRs pose a significant challenge for new nuclear capacity and frame our bullish view of renewable energy certificates demand.
  • We discuss the contraction in both the China and US PMI contracted in November and the uptick in US consumer spending in October led by higher durable-goods purchases.

See PDF below for all charts, tables and diagrams

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