Daily Chemical Reaction
American Pie – Commodity Chemical Trends Add Sugar, Derivatives Spice, ESG Debatably Nice
Key Points:
- The US chemical sector reflects broad-based strength into year-end. This report highlights recent specialty chemical market updates, a few commodity market trends worth notice, and several ESG items gaining attention.
- We highlight multiple corporate items (e.g., Shell & Nike business updates; Sekisui Chemical, Tosoh, Methanex & Rohm price hike nominations; BASF, Brenntag, SQM, Evonik, Haldor Topsoe, & Entegris strategic moves)
- Other relevant items within this report include US ethylene export growth and views from Enterprise products; ESG investment factors gaining positive momentum into 2021; multiple China polymer prices display declines WoW.
See PDF below for all charts, tables and diagrams