Daily Chemical Reaction
Save Your Tears – Global Energy Cost Trends Favor US Petrochemical Profit; RPM Results Discussed
- We discuss RPM results, global petrochemical production cost trends, and a few factors favoring price support in some US commodity chemical chains.
- We highlight pertinent energy, chemical, and other corporate updates (e.g., RPM, BASF, Ashland, Ineos, Brenntag, SABIC, PPG, Univar, & others).
- We note relevant ESG items, ranging from Europe carbon price strength to start the year to several 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