Islands In The Stream – Westlake Boosts its Product Portfolio Downstream; Strategic Sector M&A Robust

Daily Chemical Reaction

Islands In The Stream – Westlake Boosts its Product Portfolio Downstream; Strategic Sector M&A Robust

Key Points:

• Chemical sector M&A activity is robust as corporates adjust portfolios to boost stakeholder appeal and equity values. We discuss a few recent strategic moves worth considering that add to our recent thematic work on this topic.
• We discuss pertinent chemical sector updates (e.g., Westlake, Hexion, Olin, Huntsman, Clariant, Sinopec, Lanxess, & others). A key theme with several of these reports is the business model shift toward more specialty products.
• We note relevant ESG items worth notice, ranging from updates across several chemical sub-sectors to UNEP findings on the emissions gap. We also highlight our weekly ESG thematic published today in LINK.
• We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams