Daily Chemical Reaction
- We find US petrochemical margins facing downward pressure WoW. We discuss domestic per-unit profitability stepping lower and why we think US commodity chemical producer equities face headwinds into 2022.
- We flag pertinent chemical sector corporate updates (e.g., Dow, BASF, Repsol, Ineos, Aramco, Henkel, Covestro, Mitsubishi & others).
- We find varied ESG items worth mentioning, ranging from EU carbon value movements to Dow’s net-zero chemical production developments.
- We note numerous other pertinent chemical sector items in this report.
See PDF below for all charts, tables and diagrams