The Next Episode – Raw Material Costs Could Stay Stronger for Longer, Demand Growth Is Critical

Daily Chemical Reaction

The Next Episode – Raw Material Costs Could Stay Stronger for Longer, Demand Growth Is Critical

Key Points:

• Input cost inflation remains a major margin headwind for many specialty producers, with commodity players reaping the benefits. We highlight a few product chains and discuss why this setting may not dissipate quickly.
• We highlight pertinent energy, chemical, and other corporate updates (e.g., Ganfeng Lithium, 3M, Shikoku Chemicals, Trinseo, Showa Denko, & others).
• We note relevant ESG items, ranging from a breakdown of materials used in the energy transition to several global renewable industry updates.
• We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams