High Hopes – Demand Expectations Remain Broadly Positive, Supply Chain Ambitions Much More Varied

Daily Chemical Reaction

High Hopes – Demand Expectations Remain Broadly Positive, Supply Chain Ambitions Much More Varied

Key Points:

• Chemical product demand expectations remain positive, but supply chain views targeting the medium-to-long term tend to vary. We flag a few major producer Capex views with 3Q21 results that adds to our recent research.
• We flag pertinent chemical sector corporate updates (e.g., Albemarle, Flint Hills, Air Products, Brenntag, GCP, Evonik, Koppers, Lanxess, & others).
• We find relevant ESG items worth notice, ranging from updates from each primary chemical industry sub-sector to our latest ESG weekly in LINK.
• We note numerous other significant chemical sector items in this report.

See PDF below for all charts, tables and diagrams