Daily Chemical Reaction
Skinny Love – Demand Indicators Stay Robust, Tight Supply Chains Linger, But Risks Around Both Rise
- North American Methanol producers target contract prices for June. We flag spot market, profitability & overseas trends surrounding this initiative.
- We flag pertinent chemical sector corporate items (e.g., Total, Methanex, Shell, SCC, Linde, & Polyplex news; Several Capex items & price updates)
- Carbon capture news flow mounts, and we flag more ESG sector items.
- We flag multiple macro-economic factors worthy of note, ranging from continued news of demand strength to a relatively weak US dollar.
See PDF below for all charts, tables and diagrams