Lucky Now – Global Supply Chains In Catch Up Mode, Many Beneficiaries Luckier Than Good

Daily Chemical Reaction

Lucky Now – Global Supply Chains In Catch Up Mode, Many Beneficiaries Luckier Than Good

Key Points:

• Global supply chains remain out-of-balance, as production continues to limp higher at a slower pace than market expectations set a few weeks ago. This report flags lingering issues that suggest mixed benefits in 2Q and 2H21.  
• We highlight pertinent chemical sector corporate items (e.g., EMS Group update; multiple examples of product news and Capex items worth note).  
• This report’s other relevant items include a view of the carbon footprint of different modes of transportation, the auto production cuts stemming from the chip shortage, and a general chemical cost curve view to close the week.

See PDF below for all charts, tables and diagrams