Daily Chemical Reaction
Staring At The Sun – Demand Expectations High, But Global Supply & Cost Uncertainties Limit Activity
- Western chemical producers enter 2022 with significantly higher margins on avg. relative to Asia peers. We discuss a few recent corporate views and why we think growth capex activity could remain limited in the near-term.
- We flag pertinent energy, chemical and other corporate updates (e.g., LG Energy, BASF, Ford, Tesla, Petronas, GAF Energy, NextDecade, & others).
- We note relevant ESG items worth notice, ranging from a delayed FID on a green USGC LNG project to a solar shingle product launch worth notice.
- We discuss numerous other pertinent chemical sector items in this report.
See PDF below for all charts, tables and diagrams