No Place Like Home – Global Chemical Cost Curve Steepens, US Production Margins Find Support

Daily Chemical Reaction

No Place Like Home – Global Chemical Cost Curve Steepens, US Production Margins Find Support

Key Points:

• The global petrochemical production cost curve steepened this week in favor of US producers. We discuss supply chain and logistic health indicators and highlight several global end-market product demand market updates.
• We flag pertinent energy, chemical, and other corporate updates (e.g., Flux Power, Chemours, Linde, Bloom Energy, Ineos, Borouge, IMCD, & others).
• We discuss relevant ESG items, ranging from multiple corporate reports worth notice to a US E-scrap export ban heading to the Senate. We flag our recent ESG research examining Government ESG/Energy activity in LINK.
• We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams