Daily Chemical Reaction
You Need Love – Global Manufacturing Waters Rise, Supply Chains Muddy, Production Faces Rolling Fork
- This report highlights multiple global indicators set to support advancing chemical production beyond end-market demand strength. Expectations are high, but we view US polymer price premiums relative to Asia as vulnerable.
- We highlight pertinent chemical sector corporate items (e.g. Eastman & BASF comments on China; W.R. Grace & PPG updates; multiple commodity chemical production notices, Capex initiative items, & ESG action views)
- This report’s other relevant items include factors poised to benefit lithium markets, views on recent US chemical rail traffic & refinery utilization rate shifts, and a display of the US CCS project ramp into the close of 2020.
See PDF below for all charts, tables and diagrams