Daily Chemical Reaction
- Surging global energy prices, rising materials demand, and robust US ISM factory numbers ring favorably for reshoring more production. We discuss the current market setting and why our megacycle outlook is well supported.
- We highlight pertinent energy, chemical, and other corporate updates (e.g., ExxonMobil, Orion Eng. Carbons, Sasol, Ferro, Bayer, First Solar & others).
- We discuss relevant ESG items, ranging from EU CO2 values plummeting mid-week to the ExxonMobil Capex outlook considering the IEA 2050 net-zero scenario. We also highlight our latest ESG weekly research in LINK.
- We discuss numerous other pertinent chemical sector items in this report.
See PDF below for all charts, tables and diagrams