Daily Chemical Reaction
- The US trade deficit for goods hit a record level in November amid strong consumer demand. We find the case for reshoring US production compelling and discuss other research framing our macro views into 2022.
- We flag pertinent energy, chemical, and broader industry updates (e.g., Solvay, Pemex, Trinseo, Valero, Odfjell, IMCD, Hugo Boss, & others).
- We flag varied ESG items worth notice, ranging from estimated renewable US electricity capacity growth to clean-energy updates. We highlight our ESG weekly, 2022 – Policy Key, But Inflation Will Distract – Maybe Beneficially.
- We note numerous other pertinent chemical sector items in this report.
See PDF below for all charts, tables and diagrams