Daily Chemical Reaction
Fade Away – US Integrated Polymer Margins Shrink In 4Q21, Further Erosion Likely In 1H22
- US spot polymer prices weakened in 4Q21 and will likely decline further in 1H22, but integrated producer profit should stay above 2019 levels. We study this development along with a discussion of other significant industry issues.
- We flag pertinent chemical sector and other corporate updates (e.g., Shell, Rio Tinto, Mastercard, Versalis, ExxonMobil, Hanwha Solutions, & others).
- We note relevant ESG items worth notice, ranging from US wind turbine capacity additions to developments in renewable natural gas (RNG).
- We discuss numerous other pertinent chemical sector items in this report.
See PDF below for all charts, tables and diagrams