Take My Breath – Global Production Rising, Logistic & Inventory Issues Keep Regions Imbalanced

Daily Chemical Reaction

Take My Breath – Global Production Rising, Logistic & Inventory Issues Keep Regions Imbalanced

Key Points:

• Global commodity chemical production indicators reflect improvement, but logistic issues between regions and downstream supply risks into year-end support Western price premiums. Supply problems will likely lessen in 4Q21.    
• We highlight pertinent chemical sector corporate updates (e.g., Equate, Kraton, Bachem, Dow, ExxonMobil, SABIC, BASF, Lanxess & other items).
• We highlight our latest ESG weekly research and numerous other ESG items worth note, ranging from offshore CCS projects to technology updates.
• We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams