Daily Chemical Reactions

Winners & Losers Will Emerge – Clean Tech & Strategies Will Win On Merit, Not Participation & Intentions
March 22, 2023
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
Mura Technology, Bloom Energy, Dow, Oxy, INEOS, Cabot, BASF, Olin, Repsol, Danimer Scientific, Syngenta, Orica, Air Liquide, LG Chem, BioTown BioGas, DIC, BYD, Capella Minerals, Nouryon, Kemira, Heartland Polymers, Enterprise Products, Navigator Holdings, Asahi Kasei, OCI Global, Unipar, Trafigura, Vitol, Equate, Technip Energies, Phillips 66, McDermott, Eni, Tesla, Ford, Enerpac Tools, Nike

Daily Chemical Reaction

Winners & Losers Will Emerge – Clean Tech & Strategies Will Win On Merit, Not Participation & Intentions

Key Points:

  • Global petrochemical producers outline their market and growth ambitions at WPC. Though all have views, strategies vary, and some bold, risk-adjusted moves lack appreciation in our view.
  • Russian energy flows to China have risen since the Russia/Ukraine conflict. Prices are hard to pinpoint, but this trend favors China’s global petrochemical feedstock production cost position.
  • We highlight NW Europe spot polyethylene and polypropylene prices relative to the US, flag Olin restructures and cuts epoxy production due to weak demand, and some India market news.
  • We highlight waste-to-energy market developments, a biomass-to-fuel project development under review in Louisiana, and multiple global clean energy news items worth considering.
  • We discuss US chemical manufacturer shipment trends and inventory-to-sales ratios suggesting limited supply issues. On the other hand, our demand concerns remain elevated.

See PDF below for all charts, tables and diagrams

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