Sunday Thematic & Weekly Recap

Saving Our Way To Industrial Doom – Europe and Natural Gas
May 28, 2023
Commodities Mentioned:
Plastics, PVC, Polyethylene, Polypropylene, PU, PC, PET, Critical Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha, Coal, Lithium, Biofuels, Carbon, Nuclear, Ammonia, LNG, Black Mass, Aluminum, RNG, EVs
Companies Mentioned:
Corteva, CF Industries, Nutrien, LSB Industries, FMC, BASF, Methanex, Olin, Nova Chemicals, LyondellBasell, Dow, Reliance, SABIC, Enterprise Products, Invista, Heartland Polymers, Braskem, Ineos, Air Products, ExxonMobil, Basic Chemicals Industries, Borealis, OMV, Yara, Linde, Chevron, Heidelberg Materials, Mitsui Chemicals, Sanyo Chemical, Albemarle, SQM, Nemaska Lithium, Codelco, Chemanol, Sipchem, Tanfac Industries, Ford, Johnson Matthey, Hystar, Mitsubishi Gas Chemical, Mitsui OSK Lines, TotalEnergies, Lanxess, PDC Energy, Navigator Holdings, PPG, Avent, Grupa Azoty, Indian Oil, Nippon Shokubai, Sudarshan Chemical, Trinseo, SSE, Shell, ConocoPhillips, Ecovyst, Fortune Minerals, Lummus Technology, Siemens Energy, Li-Cycle, NuScale Power, Bloom Energy, Sulzer, Kohl’s, Lenovo, Micron, Ignis, Thyssenkrupp, Oxy, Adnoc, Mitsubishi Chemical, Samsung, Hilton, Deepak Nitrite, Tokuyama, OCI, NEOM, Eastman, bp, Aemetis, Archaea, Gevo, Toyota, Sinopec, PetroChina, Amogy, Arlanxeo, Wacker, Rayonier Advanced Materials, New Energy Blue, Chord Energy, Nouryon, McDermott, Chemours, Energinet, Evida, Aker BP, Veolia, ML Polyolefins, Brenntag, Changsu Industrial, PureCycle, Kolibri Global Energy, Ofgem, Galaxy Surfactants, Stellantis, Constellation Energy, Americhem, Avantium, Oriental Energy, Luxi Chemical, Elkem, AkzoNobel, Freeport LNG, Anaergia, Solarge, TechnipFMC, Topsoe, OQ Chemicals, Eversource Energy, Mitsubishi Electric, Phillips 66, Moxion Power, Costco, Lowe’s, Boeing, Embrae

C-MACC Sunday Thematic & Weekly Recap 170

Saving Our Way To Industrial Doom – Europe and Natural Gas

  • Some of Europe’s natural gas demand cutbacks come at the expense of industrial output – is this something to be proud of? Jobs will likely be lost.
  • But European cutbacks could see a surplus of LNG later this year if the weather is kind – lower prices – attractive for European industry – more LNG volatility.
  • But Europe, especially Germany, remains uncompetitive, and it is hard to see how the decline in European industry does not accelerate; not what is needed.  
  • Material and crop prices and stocks are declining as the risk of slow growth and ample 2023 supply becomes mainstream thinking. More downside likely, we think.   
  • Otherwise, we look at the G7 energy decision, also important for Germany, the increasing competitiveness of China, and the US housing market

Last week we discussed 23 Chemicals and Related Products and 127 Companies.

See PDF below for all charts, tables and diagrams

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