The Chain – Specialty Producer Outlooks Face More Risk Relative To Commodity Suppliers In 2022

Daily Chemical Reaction

The Chain – Specialty Producer Outlooks Face More Risk Relative To Commodity Suppliers In 2022

Key Points:

• Global chemical sector business outlooks anticipate consumer demand will remain strong in 2022 despite higher prices. We find more risk with specialty product margin outlooks than positive corporate commodity outlooks.
• We highlight pertinent energy, chemical, and other corporate updates (e.g., Covestro, Danimer Scientific, CF Industries, Croda, BASF, Posco, & others).
• We discuss relevant ESG items, ranging from EIA renewable fuel forecasts to multiple corporate sustainability targets and CO2 intensity reduction goals.
• We discuss numerous other pertinent chemical sector items in this report.

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