Daily Chemical Reaction
- US commodity chemical production issues gain a bit of clarity with catalyst supplier and producer updates. This report comments on a few market trends worth review near-term as production shocks dissipate at an uneven pace.
- We flag pertinent chemical sector corporate items (e.g., multiple global facility and production rate updates, commodity price hike announcements, & sector capital deployment outlooks, including new project announcements)
- This report’s other relevant items include comments on the SCALE act and increasing CCS investment, a general shift in US consumer purchases flagged by Dollar General, and global petrochemical cost curve commentary.
See PDF below for all charts, tables and diagrams