Daily Chemical Reaction
Wild World – Commodity Market Volatility Persists Amid Supply Scramble, Sector ESG Efforts Progress
- Commodity chemical markets reflect an abnormal level of volatility YTD. This report comments on relevant chemical market trends and US wholesale inventory-to-sale ratios that provide proof of far-from-normal conditions.
- We flag pertinent chemical sector corporate items (e.g., DuPont, Ganfeng Lithium & McDermott strategic moves, Multiple global production updates, price hike announcements, & chemical sector capital deployment items)
- This report’s other relevant items include a discussion of the development of a CO2-free hydrogen value chain, an increased focus on carbon capture & sequestration (CCS) opportunities, and the deployment of capital to increase the production capacity of several global base chemical products.
See PDF below for all charts, tables and diagrams