Daily Chemical Reaction
Hustle & Flow – Demand Remains Robust, Regional Indicators Suggest Still Mixed Product Availability
- US chemical sector optimism remains high as several demand indicators come forth to curb some concerns with improving product availability. We discuss several risks that could arise in late 4Q21 worth consideration.
- We flag pertinent chemical sector corporate updates (e.g., Borealis, Adnoc, Hafnia, Nissan Chemical, Hanwha, Cabot, Hexion, Sinostar, & others).
- We note relevant ESG items worth notice, ranging from EU carbon prices reaching a record high to several consumer product recycled content targets.
- We discuss numerous other pertinent chemical sector items in this report.
See PDF below for all charts, tables and diagrams