The Weary Kind – Record Profits Has Not Translated Into Record US Commodity Chemical Equity Values

Daily Chemical Reaction

The Weary Kind – Record Profits Has Not Translated Into Record US Commodity Chemical Equity Values

Key Points:

• US commodity chemical sector profits remain near multi-year highs after rising significantly in some product chains since the start of 2021. We discuss why this has not resulted in equity out-performance for some beneficiaries.
• We flag pertinent chemical sector corporate updates (e.g., LyondellBasell, Azelis, Pilbara Minerals, Sasol, Halder Topsoe, BASF & other items).
• We find varied ESG items worth consideration, ranging from EU carbon values retreating from record highs WoW to several sector initiative updates.
• We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams