Cry Me A River – Downstream Derivative Prices Rise Amid Still Strong Demand, Supply Chain Imbalances

Daily Chemical Reaction

Cry Me A River – Downstream Derivative Prices Rise Amid Still Strong Demand, Supply Chain Imbalances

Key Points:

• US consumer prices rose sharply in November, and our conversations with global chemical producers highlight still strong demand. We discuss lagging but improving production indicators and sector profit trends into 2022.
• We discuss pertinent chemical sector updates (e.g., CF Industries, Kraton, DuPont, Monolith, Enterprise Products, Cheniere, Aramco, & 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, Coming Up Short: Materials Availability To Limit Climate Progress.
• We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams