Daily Chemical Reaction
- 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