Daily Chemical Reaction
I Won’t Back Down – Producers Incentivized To Run; Western Product Availability & Cost Curve In Focus
- Global chemical production indicators suggest rising product availability, especially from Western suppliers. Though supply chain imbalances remain, we find Western producers incentivized to run and provide an updated view.
- We discuss pertinent chemical sector updates (e.g., Shell, PetroChina, Eni, Versalis, Brenntag, Trinseo, BASF, Petrobras, Epsilyte, & others).
- We highlight relevant ESG items worth notice, ranging from the critical elements used in clean energy and their price trends, to our latest ESG report, Chemical Recycling Works For The Greater Good, Who Pays For It?.
- We discuss numerous other pertinent chemical sector items in this report.
See PDF below for all charts, tables and diagrams