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