Skinny Love – Demand Indicators Stay Robust, Tight Supply Chains Linger, But Risks Around Both Rise

Daily Chemical Reaction

Skinny Love – Demand Indicators Stay Robust, Tight Supply Chains Linger, But Risks Around Both Rise

Key Points:

• 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