Daily Chemical Reaction
Listen To The Music – Comfort Levels Rise With The Rhythm, Opportunities Arise With Tempo Variations
- Chemical sector participant and investor confidence increased in 2H20 as a result of many factors (e.g. Asia demand growth, a steeping global cost curve, pockets of durable good strength, COVID vaccine news, etc.) but sub-sector equity performance tells a mixed story (Ex. #2) – is it time to change records?
- We feature a few notable corporate items (e.g. Aramco, Sinopec, SABIC, Braskem Idesa & Petrobras updates; Lanxess & Stepan price hikes; etc.)
- Other items today range from our break-out of global hydrogen market news, to our identification of some variation in China spot polymer trends WoW and rising China elemental bromine values, to a break-down of plastics targeting a currently tight automotive market seeing rising EV production.
See PDF below for all charts