Breaking Up Is Hard To Do – Activist Pressure Faces Shell, Commodity Markets Mixed By Region Midweek

Daily Chemical Reaction

Breaking Up Is Hard To Do – Activist Pressure Faces Shell, Commodity Markets Mixed By Region Midweek

Key Points:

• We discuss activist pressure to a breakup of Shell, and why this may prove more beneficial for its stock price near term than unlocking asset value. 
• We flag pertinent chemical sector corporate updates (e.g., Methanex, Shell, Avient, Kraton, SABIC, TotalEnergies, Sekisui, Solvay, Sumitomo & others).
• We find relevant ESG items worth mentioning, ranging from sustainable product growth views from Avient to our latest ESG report findings in LINK.
• We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams