Daily Chemical Reaction
- This report highlights multiple indicators of end-market demand strength, ranging from autos to building materials & coatings. Expectations are high, and we flag a few demand and supply chain items worth consideration in 2Q.
- We highlight pertinent chemical sector corporate items (e.g. Johnson Matthey & RPM International business updates; multiple commodity chemical production notices, M&A activity notices, & Capex initiatives)
- This report’s other relevant items include broad strength in new & used auto sales in 1Q21, further evidence of tight global polymer markets, and a general view of the typical path being taken by most to curb CO2 emissions.
See PDF below for all charts, tables and diagrams