Sunday Executive Summary

The Pendulum Effect: Applies Everywhere & Swings are Happening!

August 27, 2023

Companies Mentioned: Enterprise Products, LyondellBasell, SABIC, ExxonMobil, Formosa Plastics, Sinopec, PetroChina, Braskem, Axalta, Invista, Celanese, Cheniere, BASF, Ineos, Adnoc, Aramco, Covestro, TotalEnergies, BHP, Petronas, Shell, BP, Yansab, Westlake, Earthstone Energy, Indorama Ventures, Amcor, DuPont, Grupa Azoty, Nippon Shokubai, Mitsubishi Heavy Industries, Wood Group, Northvolt, Blackrock, Woodside, Lummus, Biohydrogen, China BlueChemical, Ningbo Ronbay New Energy, Pupuk Indeia, SolarEdge, Xcel Energy, Li-Cycle, OneRock Energy, Black & Veatch, Capstone Energy, ReNew, Neste, ENEOS, Ecovyst, Dow, Nova Chemicals, Baystar, Chevron Phillips Chemical, Olin, Odyssey Manufacturing, Kureha, AMG Critical Minerals, Allkem, Hengli, Sinochem, Delta Airlines, Kore Potash, Unigel, Kinder Morgan, Sigma Lithium, Clearloop, E3 Lithium, Kronos, PTT Global Chemical, Tesla, Cleveland-Cliffs, US Steel, McDermott, PureCycle Technologies, Plug Power, Oceanlab, Brennmiller, CarbonCapture Inc., M. Holland, Ravago, Zhejiang Petrochemical, Williams-Sonoma, Altana, Trinseo, Alpek, Chevron, Calfrac, Marathon Petroleum, Topsoe, Reliance Industries, ZeroAvia, TVS Motor Company, O2C Brands, Trilliant, Rayonier, TechnipFMC, Dynacor, Sasol, Clearfork Midstream, Foremost Lithium, Air Products, Nouryon, Gail, Phillips 66, Valero, Dollar Tree, Engie, Scholz, OX2, Pertamina, Gevo, SCG Chemicals, Eastman, Orlen, AOC, Verde, Sibur, Nabaltec, Polykemi, Evonik, Equitrans Midstream, Charybdis, Monarch Energy, Duke Energy, Equinor, Gunvor, Titan LNG, Delfin Midstream, Mitsui, Nucor, Polestar, Smoltek, Hadean Energy, Westinghouse, Amazon, Apple, Ford, GM, Stellantis, Parker Hannifin
Commodities Mentioned: Plastics, PVC, Polyethylene, Polypropylene, PU, PC, PET, Critical Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha, Electrolyzers, Bioplastics, PLA, PA, HDPE, Fossil Fuels, CCS, Wind, Solar, Hydropower, LNG, Synthetic Fuels, Renewable Fuels, Lithium, Ethylene

C-MACC Sunday Thematic & Weekly Recap 183

The Pendulum Effect: Applies Everywhere & Swings are Happening!

Last week, we discussed the corporate planning challenges within the chemical industry; this week, we evaluate some of the more worrying global trends.
Every action has a reaction and attempts to grow the BRICs membership are an inevitable consequence of what the US and Europe look like from their viewpoint.
Every forecast we see on China these days follows the same thread – things look much worse, economic growth will slow for years, but it will all end well – how?
Some behavior changes we have observed have negative connotations for globalization, world trade, and coordinated energy transition efforts.
Otherwise, we talk about the misplaced disbelief in Covestro’s delay in accepting the ADNOC offer, the challenges of decarbonizing without hydrogen, and COP28.

Last week, we discussed 29 Chemicals and Related Products and 141 Companies.

See PDF below for all charts, tables and diagrams