Daily Chemical Reaction
- We discuss news of mounting activist pressure in chemicals and energy, and we frame activity on this front specifically at Huntsman. We foresee chemical sector portfolio restructuring activity remaining high in 2022.
- We highlight pertinent energy, chemical, and other corporate updates (e.g., Huntsman, Johnson Matthey, OMV, Honeywell, SABIC, Covestro, & others).
- We note relevant ESG sector items, ranging from electricity generation trends by country to research titled, Hydrogen – Hype, Hope, and Headlines.
- We discuss numerous other pertinent chemical sector items in this report.
See PDF below for all charts, tables and diagrams