Heading South – Demand Remains Strong, But Margins Face Pressure; EU Natural Gas In Focus

Daily Chemical Reaction

Heading South – Demand Remains Strong, But Margins Face Pressure; EU Natural Gas In Focus

Key Points:

• 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