Escape Plan – US Natural Gas Products Face Export Limitations, Industrial Inflationary Pressures High

Daily Chemical Reaction

Escape Plan – US Natural Gas Products Face Export Limitations, Industrial Inflationary Pressures High

Key Points:

• US natural gas and related petrochemical production reflects a significant cost advantage relative to Europe and Asia, amid product export outlet limits. We discuss the latest US PPI posting and global ethylene margin trends.
• We highlight pertinent energy, chemical, and other corporate updates (e.g., 3M, Michelin, PTTGC, Glencore, LyondellBasell, Kinder Morgan, & others).
• We note relevant ESG items that range from California renewable biofuel developments to multiple industrial reports citing emission-reduction goals.
• We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams