Take That Job And Shove It – Labor Concerns Rise As A 2022 Risk, Logistic & Input Cost Issues Still Notable

Daily Chemical Reaction

Take That Job And Shove It – Labor Concerns Rise As A 2022 Risk, Logistic & Input Cost Issues Still Notable

Key Points:

• Recent chemical producer updates and macro news provides evidence of mounting concerns with sourcing labor in the US. We discuss the Sherwin-Williams business update and flag several emerging risk factors to consider. 
• We highlight pertinent energy, chemical, and other corporate updates (e.g., Sherwin-Williams, LyondellBasell, SABIC, EDF, DIC, LG Energy, & others).
• We note relevant ESG items, ranging from levers needed to decarbonize LNG to our 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