Good Times Roll – 2H21 Sector Outlooks Broadly Optimistic, Support Factors Remain Under Review

Daily Chemical Reaction

Good Times Roll – 2H21 Sector Outlooks Broadly Optimistic, Support Factors Remain Under Review

Key Points:

• Chemical producer 2H21 profit outlooks generally reflect a continuation of 2Q21 demand trends and lingering global supply chain issues. We highlight a few items supporting management expectations and relevant risk factors.    
• We highlight pertinent chemical sector corporate updates (e.g., DuPont, Eastman Chemical, Westlake, Ube Industrials, Inter Pipeline & other items).  
• We find numerous ESG announcements worth note, ranging from several corporate ESG initiative updates to sustainable-product growth trends.
• We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams