Here and Now – Specialty Producers Call For Input Costs To Peak Near-Term, Volatility To Remain High

Daily Chemical Reaction

Here and Now – Specialty Producers Call For Input Costs To Peak Near-Term, Volatility To Remain High

Key Points:

• Specialty chemical producers mostly expect cost inflation to peak in 1Q22. We model a profit drop for US commodity producers in 2H22, but global cost curve and overseas market trends could keep US profits stronger for longer.
• We highlight pertinent energy, chemical, and other corporate updates (e.g., Avient, DuPont, LG Chem, Reliance, BASF, Linde, Celanese, & others).
• We note relevant ESG items that range from sustainable product growth expectations at Avient to multiple renewable fuel industry announcements.
• We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams