Daily Chemical Reaction
Surface Pressure – Commodity Chemical Supply Availability Indicators Rise, Uncertainties Remain
Key Points:
- US spot ethylene values have increased more than 20% since the start of 2022. We generally discuss the setup of this market in 1Q22 and highlight several indicators suggesting commodity production improvements ahead.
- We highlight pertinent energy, chemical, and other corporate updates (e.g., Invista, Ineos, Larson & Toubro, Reliance, Röhm, Williams, & others).
- We note relevant ESG items, ranging from global carbon price trends to our research titled, The Evolution Of the Plastic Industry Could Stall in 2022.
- We discuss numerous other pertinent chemical sector items in this report.
See PDF below for all charts, tables and diagrams