Blue Is The Color, Hydrogen Is The Game…

Daily Chemical Reaction

Blue Is The Color, Hydrogen Is The Game…

Key Points:

• Hydrogen market developments are a cornerstone to many global climate goals. We discuss a sizable Air Products blue hydrogen facility development in East Louisiana and the forming of market trends worth consideration.     
• We flag pertinent chemical sector corporate updates (e.g., Air Products, Trinseo, Celanese, BASF, ExxonMobil, Hanwha, Haldor Topsoe & others).  
• We compare US total rail traffic to US chemical rail traffic, note several relevant consumer demand statistics, and discuss commodity chemical trends.
• We highlight several ESG items worth mention, ranging from a few sector initiative updates to our ESG research discussing paths to net zero emissions.
• We note numerous other relevant chemical sector items in this report.

See PDF below for all charts, tables and diagrams