Daily Chemical Reaction
Hot In Herre – Commodity Margin Support, Supply Chain Resets, Still Strong Demand Lead 2022 Views
Key Points:
- Chemical producer business updates highlight persistent efforts to offset higher costs and supply chain issues with higher prices. This report discusses several major trends ringing positive for commodity producers in 1Q22.
- We highlight pertinent energy, chemical, and other corporate updates (e.g., Methanex, WACKER, Siam Cement, Air Liquide, Avantium, & others).
- We note relevant ESG items, ranging from a global push toward greener polymer products to European carbon values near an all-time high. We also highlight our weekly ESG thematic published later today in LINK.
- We discuss numerous other pertinent chemical sector items in this report.
See PDF below for all charts, tables and diagrams
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