Daily Chemical Reaction
- 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