Time After Time – Stronger For Longer Outlooks The Norm With 2Q21 Results, Risks Start To Take Form

Daily Chemical Reaction

Time After Time  – Stronger For Longer Outlooks The Norm With 2Q21 Results, Risks Start To Take Form

Key Points:

• 2Q result postings this week display Western commodity chemical industry profit near-or-at historic highs. We discuss the likely cadence of price/margin movements in 2H21 and several sector corporate initiatives in this report.    
• We highlight pertinent chemical sector corporate updates (e.g., AdvanSix, Avient, Huntsman, LyondellBasell, Ingevity, Orbia, Umicore, & other items).  
• We find numerous ESG announcements worth note, ranging from several updates in the carbon capture arena to sustainable-product growth trends.
• Along with publishing our latest ESG weekly, we launch a multi-client initiative on carbon abatement in conjunction with the Power Research Group.
• We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams