Daily Chemical Reaction
- The recent surge in global natural gas and NGL prices relative to crude and Ex-US naphtha favors a flatter cost curve for petrochemical production. We note chemical price, margin and other trend factors to consider for 4Q21.
- We highlight pertinent chemical sector corporate updates (e.g., Braskem, Olin, Chemtrade, Vertellus, Ineos, Repsol, Air Liquide & other items).
- We flag our latest ESG weekly research and numerous other ESG items worth note, ranging from challenges tallying emissions to new tech updates.
- We note numerous other pertinent chemical sector items in this report.
See PDF below for all charts, tables and diagrams