Daily Chemical Reaction
- Commodity market inflation remains a hot topic with sector 3Q21 reports. We flag a few significant examples and trends to keep in mind into 2022.
- We highlight pertinent chemical sector corporate updates (e.g., Dow, PPG, Stepan, Tata, Asian Paints, Alpek, Olin, Valero, PTTGC & other news).
- We compare US total rail traffic to US chemical rail traffic, flag several relevant consumer demand statistics, and discuss commodity chemical trends.
- We flag several ESG items worth mentioning, ranging from multiple sector project updates to C-MACC research examining decarbonization efforts.
- We note numerous other relevant chemical sector items in this report.
See PDF below for all charts, tables and diagrams