Jumpin’ Jack Flash – It’s A Gas Gas Gas, But Our Indicators Suggest More Than A Flash Flash Flash

Daily Chemical Reaction

Jumpin’ Jack Flash – It’s A Gas Gas Gas, But Our Indicators Suggest More Than A Flash Flash Flash

Key Points:

• 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