Separate Ways – Chemical Demand Indicators Stay Supported, Producer Margins Face Mixed Settings

Daily Chemical Reaction

Separate Ways – Chemical Demand Indicators Stay Supported, Producer Margins Face Mixed Settings

Key Points:

• Demand indicators support increased Western chemical production, but we find varied supply chain issues and input cost trends set to take a mixed toll on producer profit. We discuss several factors worth noticing in late 2021.
• We flag pertinent energy, chemical, and other corporate updates (e.g., Rio Tinto, Maersk, Hexion, Geon, CNOOC, Methanex, CarMax, & others).
• We note relevant ESG items worth notice, ranging from drivers of CO2 emission growth 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