Daily Chemical Reaction
- 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