Daily Chemical Reaction
- We discuss our positive view of the US Chlor-Vinyl market, and why it fits well into our global commodity chemical mega-cycle outlook. We provide a few insights from a Westlake investor event and other sector indicators.
- We highlight pertinent energy, chemical, and other corporate updates (e.g., Westlake, Shell, H.B. Fuller, Johnson Matthey, KBR, TPC Group, & others).
- We discuss relevant ESG items, ranging from Westlake’s efforts to cut GHG emissions to views on the UK Plastics tax. We flag our ESG research Power To The People – But Clean Energy, And Industry Wants It Too.
- We discuss numerous other pertinent chemical sector items in this report.
See PDF below for all charts, tables and diagrams