The River of Dreams – Commodity Inflation Remains A Hot Topic With 3Q21 Reports, Beneficiaries Vary

Daily Chemical Reaction

The River of Dreams – Commodity Inflation Remains A Hot Topic With 3Q21 Reports, Beneficiaries Vary

Key Points:

• 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