Panic Attacks In Paradise –  Chemical Sector Strategic Activity Rises, Sub-Sector Equity Trends Diverge

Daily Chemical Reaction

Panic Attacks In Paradise –  Chemical Sector Strategic Activity Rises, Sub-Sector Equity Trends Diverge

Key Points:

• Western commodity chemical industry profitability remains near historic highs, but equity performance in this subsector has underperformed. We discuss chemical sector equity performance and corporate strategic activity.
• We discuss pertinent chemical sector updates (e.g., Hexion, Henkel, LG Chemical, ExxonMobil, Satorp, Worley, Idemitsu, Cheniere, & others).
• We note relevant ESG items worth notice, ranging from updates across several chemical sub-sectors to the fund flows targeting the global energy transition. We also highlight our weekly ESG thematic published in LINK.
• This report highlights our Thematic, Waiting For The Big One – Is A Chemical Mega-Cycle Ahead? discussing chemical sector Capex trends.
• We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams