Dollaz & Sense – US Chemical Profit Indicators Stay Robust, A Mid-Decade Mega Cycle Remains Likely

Daily Chemical Reaction

Dollaz & Sense – US Chemical Profit Indicators Stay Robust, A Mid-Decade Mega Cycle Remains Likely

Key Points:

• US petrochemical producers have benefited from recent movements in feedstock prices relative to overseas peers on avg. We discuss this setting in light of our argument that a global chemical profit mega-cycle will form.
• We flag pertinent chemical sector updates (e.g., BASF, Polyplex, Saint-Gobain, Nexeo Plastics, Solvay, Energy Transfer, Clariant, & others).
• We flag varied ESG items worth mentioning, ranging from a display of Asia carbon emitters to clean-energy updates. We also flag our ESG weekly titled, Coming Up Short: Materials Availability To Limit Climate Progress.
• We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams