Daily Chemical Reaction
- US commodity chemical industry profit peaked in 2021, but producer equities underperformed other chemical sub-sectors. We provide a case for why commodity chemical equities could outperform most peers in 2022.
- We discuss pertinent energy, chemical, and other corporate updates (e.g., Archaea Energy, ExxonMobil, Pemex, Paloma, Chemtrade, IKEA, & others).
- We highlight relevant ESG items worth notice, ranging from carbon price trends in Europe to broader clean energy input cost inflation. See our ESG weekly, 2022 – Policy Key, But Inflation Will Distract – Maybe Beneficially.
- We discuss numerous other pertinent chemical sector items in this report.
See PDF below for all charts, tables and diagrams