Baby Come Back – The Positive Case For Reshoring US Production Compelling, Gov’t Policy A Barrier

Daily Chemical Reaction

Baby Come Back – The Positive Case For Reshoring US Production Compelling, Gov’t Policy A Barrier

Key Points:

• US petrochemical production costs are globally advantaged, and ongoing global materials supply chain chaos has exposed the need for greater domestic production. However, Capex trends show US reshoring efforts have far to go.
• We highlight pertinent energy, chemical, and other corporate updates (e.g., Hempel, Lanxess, Siemens, Pioneer, Occidental, Nutrien, Polymir, others).
• We discuss relevant ESG items that range from the plunge in European CO2 values this week to virgin resin relative to recycled resin price trends. 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