Sunday Thematic & Weekly Recap

“Who’s Fine Is It Anyway”? Everyone Gets Sued; Nothing Gets Done
February 12, 2023
Commodities Mentioned:
Plastics, PVC, Polyethylene, Polypropylene, PU, PC, PET, Critical Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha, Wind, Solar, Ammonia, Water, Biofuels, Synthetic Fuels, Lithium, Refining, Graphene
Companies Mentioned:
Dow, Westlake, LyondellBasell, Enterprise Products, Nova Chemicals, DuPont, BP, Covestro, Ineos, Linde, KBR, Mitsubishi Chemical, Tallgrass, Green Plains, New Fortress, OCI, Yansab, Chemanol, Symrise, Givaudan, Nippon Shokubai, Croda, SK Geocentric, Jiangte Motor, Idemitsu, Toray Industries, Repsol, Orica, Evonik, Baker Hughes, Shell, Schneider Electric, Ube, Maire Tecnimont, Cummins, Mueller Industries, Nestle, Tyson Foods, AGCO, ExxonMobil, Chevron, TotalEnergies, Yara, FMC, Nutrien, LSB Industries, CF Industries, AkzoNobel, NextDecade, PetroChina, Reliance, Sasol, Solvay, Sibur, Osaka Gas, Freeport LNG, Celanese, EverWind, NextChem, Biorenova, Maersk, Sumitomo Seika, Ashland, Borealis, Asahi Kasei, Green Plains Partners, Compass Minerals, Vertex Hydrogen, Carlyle, First Phosphate, Air Products, Tesla, Trinseo, Unilever, Livent, SQM, Albemarle, Ganfeng Lithium, Glencore, Umicore, Freeport-McMoRan, BASF, Ascend, Sumitomo, Huntsman, Orbia, Shin-Etsu, Formosa Plastics, Nabors, Lotte Chemical, Mitsubishi Corporation, Kumho Petrochemical, Kuraray, Gujarat Fluorochemicals, Yasho Industries, Nagase, Lotte Fine Chemical, ArcelorMittal, UPM Biochemicals, ProAmpac, Woodside, Bloom Energy, Cabot, Orion Engineered Carbons, Chemours, Braskem, Odfjell, Neste, IFF, EMS Group, Nissan Chemical, Sakai Chemical, Cosmo Energy, Mitsui Chemicals, AmmPower, HyAxiom, Flux Power, Saint-Gobain, Enlight Renewable Energy, Adnoc, Newell Brands, Magna, GE, Kemira, Tokai Carbon, DCW

C-MACC Sunday Thematic & Weekly Recap 155

“Who’s Fine Is It Anyway”? Everyone Gets Sued; Nothing Gets Done

  • We see significant fiduciary risk for institutional investors participating in legal action to push energy companies to speed the energy transition
  • For oil companies, there is an inverse correlation today between the degree of energy transition proposed in your strategy and your stock market performance.
  • Investors seeking more change may fail their clients on financial returns – forcing change that might hurt earnings is better left to activists and governments.
  • We look at the expanding competitive advantage in US chemicals, but with export logistics still challenging; we compare results in agriculture and coatings.
  •  We look at forward natural gas estimates, question their value, and note the surprising strength in the US used car market – something likely to change.

Last week we discussed 23 Chemicals and Related Products and 126 Companies.

See PDF below for all charts, tables and diagrams


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