Commodities Mentioned:
Plastics, PVC, Polyethylene, Polypropylene, PU, PC, PET, Critical Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha, DAC, Ammonia, Propylene, E-fuels, Coal, Water
Companies Mentioned:
Shell, ExxonMobil, Chevron Phillips Chemical, LyondellBasell, Dow, Nova Chemicals, PPG, Asian Paints, RPM, Sherwin-Williams, Axalta, Enterprise Products, Invista, Methanex, Natgasoline, Mitsui Chemicals, Celanese, Braskem, Formosa Plastics, Inter Pipeline, Alpek, Occidental, AdvanSix, Air Products, Asahi Kasei, BASF, DSM, Evonik, Kinder Morgan, Tellurian, OMV, Arkema, Vopak, Glencore, Calibre Chemicals, Harima Chemicals, Sinopec, Neogen, Larsen & Toubro, Chambal Fertilisers & Chemicals, Hanwha, Valero, Green Plains, BP, Tesla, Emrgy, Oxy, TotalEnergies, Sempra, ConocoPhillips, Neste, Linde, DuPont, Southern Chemical, Ineos, BayStar, EnergyX, Brookfield Asset Mgmt, Origin Energy, Worley, Clariant, Toray, Emerson Electric, Sabic, Lummus, Azelis, Chemours, Thyssenkrupp, Apogee Enterprises, Mercedes, Boeing, Repsol, Givaudan, EuroChem, Adnoc, QatarEnergy, Borealis, Axpo, Jiangsu Sailboat, Universal Matters, Li-Cycle, Gevo, LG Chem, EQT, Mitsubishi Materials, Chevron, Antek Madison, Summit Ridge Energy, Marubeni, Maire Tecnimont, Technip Energies, LanzaTech, Honeywell, Aekyung Chemical, D-Rex Polymer, SK Chemicals, Kolon Industries, Hyosung TNC, Atlas Agro, AkzoNobel, KBR, Versalis, Covestro, Wanhua, Huntsman, Kemira, Avery Dennison, Amcor, BearHead Energy, Vertex Energy, Aether Fuels, BHP, Chart Industries, Wolf Carbon Solutions, Chandra Asri, Odyssey, Rivian, Univar, Yamaha, NEXT Energy Tech, Berry
C-MACC Sunday Thematic & Weekly Recap 164
Hydrogen Hubs and More EV Incentives – Are We Too Fast/Rigid?
- We focus on whether industries can keep up with accelerated plans and still remain profitable or, in some cases, even viable. The asks may be too rigid.
- We question how a hydrogen hub in the US Northeast, for example, could make hydrogen competitively, and if able, what the market would be for the hydrogen.
- The new EPA emission rules will only amplify concerns around critical mineral supply and China’s dominance of many supply chains – current pricing is misleading.
- Industries could get sucked into high-priority initiatives that consume increasing amounts of capital, either spent inefficiently or at peak prices for the material.
- Otherwise, we look at the anticipated (at least by us) round of comfortable earnings beats in 1Q 2023, and what might happen next – it’s all about oil prices.
Last week we discussed 20 Chemicals and Related Products and 121 Companies.
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