Back To Basics – Global Cost Curve Developments Return To Focus After Lengthy Dislocation Period

Daily Chemical Reaction

Back To Basics – Global Cost Curve Developments Return To Focus After Lengthy Dislocation Period

Key Points:

• We discuss Dow 4Q results and how recent global cost curve developments favor US commodity chemical producer profit support in 2022. We find the factors supporting our global commodity chemical mega-cycle view in motion.
• We highlight pertinent energy, chemical, and other corporate updates (e.g., Dow, Shin-Etsu, Hexcel, Methanex, Sherwin-Williams, Sasol & others).
• We note relevant ESG items, ranging from Dow sustainability targets to a view of the global lithium market to accompany our recent thematic in LINK.
• We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams