Stir It Up – Sector Portfolio Enhancements & Efforts To Reframe Markets In Motion, New Investments Lag

Daily Chemical Reaction

Stir It Up – Sector Portfolio Enhancements & Efforts To Reframe Markets In Motion, New Investments Lag

Key Points:

• Global specialty chemical portfolio adjustments and commodity product market repositionings gain momentum alongside strong demand spurring sector profit growth. We discuss these trends and other developments.
• We discuss pertinent chemical sector updates (e.g., Lanxess, CMI, Johnson Matthey, Braskem, Kuraray, Navigator Gas, Linde, & others).
• We note relevant ESG items worth notice, ranging from updates across several chemical sub-sectors to our latest ESG weekly in LINK.
• Our latest Sunday Thematic report, Waiting For The Big One – Is A Chemical Mega-Cycle Ahead?, discusses chemical sector capacity investment.
• We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams