Daily Chemical Reaction
Heading South – Demand Remains Strong, But Margins Face Pressure; EU Natural Gas In Focus
- Recent retailer business updates show that global end-product demand remains strong, but cost inflation also remains an issue. We discuss the recent rebound in EU natural gas prices and other items worth considering in 4Q21.
- We discuss pertinent chemical sector updates (e.g., Toray, Gevo, BASF, Chemours, Hexion, Showa Denko, Vinnolit, Sinopec, IMCD, & others).
- We note relevant ESG items worth notice, ranging from updates across several chemical sub-sectors to our latest ESG weekly in LINK.
- We discuss numerous other pertinent chemical sector items in this report.
See PDF below for all charts, tables and diagrams