You Spin Me Round – Supply Chain Swings in Focus; Chemical Demand Keeps High Stepping, For Now

Daily Chemical Reaction

You Spin Me Round – Supply Chain Swings in Focus; Chemical Demand Keeps High Stepping, For Now

Key Points:

• Our analysis shows downward pressure on plastic values in December, and we think recycled resin economics will face greater pressure in 2022. We also flag a couple of sector capacity developments and notices worth considering.
• We flag pertinent chemical sector corporate updates (e.g., Livent, BASF, CP Chemical, LG Chem, Kuraray, Enterprise Products, Borealis, & others).
• We note relevant ESG items worth notice, ranging from multiple carbon market developments to renewable industry investment trends. We also highlight our weekly ESG thematic published later today in LINK.
• We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams