Sunday Thematic & Weekly Recap

Are We Coming A Cropper? Do Fuels From Crops Make Any Sense?
June 18, 2023
Commodities Mentioned:
Plastics, PVC, Polyethylene, Polypropylene, PU, PC, PET, Critical Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha, Electrolyzers, Renewable Power (Solar, Wind, Hydro), Ammonia, Fertilizer, Nitrogen, Coal, Methanol, LNG, Lithium, Copper, Batteries, EVs, RPET, CCS
Companies Mentioned:
LyondellBasell, Dow, ExxonMobil, Aramco, Oxy, Chevron Phillips Chemical, Bunge, Viterra, Shell, Enterprise Products, Navigator Holdings, Braskem, Unipar, NET Power, Petronas Chemicals, Unigel, Asahi Kasei, Mitsui, Resonac, Thyssenkrupp, TotalEnergies, BASF, Wacker, LG Chem, Bain Capital, Porous Laboratories, AkzoNobel, Ineos, AdvanSix, PTTGC America, Celanese, Uniper, Toray, LG Electronics, LANXESS, Air Products, Iberdrola, Venture Global, Glencore, Maersk, OCI Global, Eni, BP, NextDecade, OMV, Parliament Solar, Cepsa, Yara, Potash Limited, Evonik, OQ Chemicals, Posco Holdings, Solvay, PPG, Chandra Asri, SK Group, E3 Lithium, GFL Environmental, OPAL Fuels, Perstorp, Stellantis, Lhyfe, PolyJoule, SolarEdge, First Solar, Kolibri Global Energy, Tesla, Toyota, NextChem, Bruker, Bloom Energy, SLB, CF Industries, Incitec Pivot, Issaquena Green Power, Linde, Plug Power, Gevo, LSB Industries, Nutrien, GoGreen Investments, Lifezone Holdings, K+S, Equate, MEGlobal, Sekisui Chemical, ArcelorMittal, Denka, DCW, WE Soda, ASK Chemicals, Avalon Advanced Materials, Sibelco, Axens, Reliance, Enbridge, Oneok, Magellan Midstream, Polystyvert, Hydgene, RYAM, Allison Transmission, Kroger, Delta Air Lines, Cabot, FMC, Corteva, Bayer, ADM, Valero, Green Plains, The Andersons, POET Biorefining, Nova Chemicals, Phillips 66, DCP Midstream, Vertex Energy, Origin Materials, EnerSys, Sumitomo, Trinseo, Huhtamaki, IMCD, Idemitsu Kosan, Sibur, Capstone Green Energy, Repsol, Amcor

C-MACC Sunday Thematic & Weekly Recap 173

Are We Coming A Cropper? Do Fuels From Crops Make Any Sense?

  • One of the challenges with energy transition options is that they make us more dependent on weather for alternatives, just as weather becomes less predictable. 
  • While Canadian wildfires only had an incremental negative impact on renewable power supply, the current corn belt drought threatens existing and future fuels.   
  • Expanding corn, soy, and canola (rapeseed) use in fuel production requires huge acreage to matter – we could be adding food inflation to expected power inflation.
  • We continue our coverage of a very weak chemical market and see Shell’s reviews of Singapore and Europe reminiscent of broader activity in the 80s and 90s.
  • Otherwise, we look at options for China, as the economy disappoints, natural gas productivity in the US, and we do a deep dive into green hydrogen economics.  

Last week we discussed 30 Chemicals and Related Products and 128 Companies.

See PDF below for all charts, tables and diagrams

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