Daily Chemical Reaction
Shivers – US Price Inflation in 2021 Notably Outpaced Asia, 2022 Now in Focus; Strategic Reviews Ongoing
- US consumer price inflation in 2021 surged in the US relative to Asia, but we do not see a repeat of this development in 2022. We discuss US price-led profit strength and strategic reviews as sector players streamline portfolios.
- We flag pertinent chemical and other corporate updates (e.g., Huntsman, BASF, Maersk, Flotek, Northvolt, Pemex, Aramco, Shell, Kyocera & others).
- We note relevant ESG items worth notice, ranging from global hydrogen 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