Matches & Metaphors – Input Shortages Evident In US Building Materials & Autos, Demand Stays Hot

Daily Chemical Reaction

Matches & Metaphors – Input Shortages Evident In US Building Materials & Autos, Demand Stays Hot

Key Points:

• Our research today discusses multiple 3Q21 corporate financial guidance cuts amid issues with sourcing inputs and broad-based inflation. Supply chain imbalances will likely remain pronounced in many chains through year-end.
• We highlight pertinent chemical sector corporate updates (e.g., Huntsman, Shintech, PPG, Sherwin-Williams, LyondellBasell, Azelis, & other items).
• We find varied ESG items worth consideration, ranging from EU carbon values hitting a record high this week to several corporate initiative updates.
• We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams