Daily Chemical Reaction
Separate Ways (Worlds Apart) – US Petrochemical Makers Profit from Global Woes, Mega-Cycle Ahead
- Asia and European petrochemical production woes benefit US producers in 1Q22, and cost curve developments suggest the benefits are far from over. We discuss Braskem and Dow business updates and our global market views.
- We highlight pertinent energy, chemical, and other corporate updates (e.g., Dow, Braskem, Lanxess, DSM, Grace, Woodside Petroleum, Entergy, others).
- We discuss relevant ESG items that range from the WoW upturn in EU CO2 values to Braskem ambitions in green polyethylene production. 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