Somebody’s Problem – Cost Inflation Remains A Mixed 4Q21 Issue Across Many Chemical Chains

Daily Chemical Reaction

Somebody’s Problem – Cost Inflation Remains A Mixed 4Q21 Issue Across Many Chemical Chains

Key Points:

• Production cost inflation is impacting portions of the chemical sector in varied ways in 2H21. We discuss price movements in feedstocks and a few monomers, along with logistic issues, worth notice ahead of 3Q21 reports.  
• We highlight pertinent chemical sector corporate updates (e.g., Ascend, ICL, Plug Power, Chandra Asri, Ingevity, Navigator, Repsol & others).
• We flag our latest ESG weekly research and other ESG items worth note, including our discussion of US hydrogen developments yesterday in LINK.
• We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams