Pump Up The Jam – Logistic Issues To Likely Persist Well Into 2022, Favorable For Western Premiums

Daily Chemical Reaction

Pump Up The Jam – Logistic Issues To Likely Persist Well Into 2022, Favorable For Western Premiums

Key Points:

• Logistic congestion concerns between Asia and Western markets remain high, as indicators deem a quick fix unlikely. This report discusses demand, production, and supply-chain factors relevant to this issue.     
• C-MACC meetings in the NYC area persist today – contact us for details.   
• We highlight pertinent chemical sector corporate updates (e.g., Hexion, Lanxess, Phillips 66, Tokai Carbon, Chemanol, Cabot & other items).
• We find varied ESG items worth consideration, ranging from several corporate ESG initiative updates to recent movements in EU carbon values.
• We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams