What’d I Say – US Commodity Spot Price Premiums See Downward Pressure, Contract Values At Risk

Daily Chemical Reaction

What’d I Say – US Commodity Spot Price Premiums See Downward Pressure, Contract Values At Risk

Key Points:

• US commodity chemical spot prices are seeing downward pressure, putting domestic contract values at risk in many product chains in 4Q21. We discuss this development along with a few other relevant global industry trends.
• We flag pertinent chemical sector corporate updates (e.g., AkzoNobel, ExxonMobil, Chandra Asri, Johnson Matthey, LyondellBasell & others).
• We find relevant ESG items worth notice, ranging from EU carbon value weakness to the decarbonization initiatives noted in our ESG report in LINK.
• We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams