Still Tippin’ – Forward Profit & Capex Views Much More Variable Than Higher Prices With 1Q Reports

Daily Chemical Reaction

Still Tippin’ – Forward Profit & Capex Views Much More Variable Than Higher Prices With 1Q Reports

Key Points:

• We highlight the ties between agriculture and energy markets and broad-based price inflation YTD that holds mixed blessings for chemical producers. We foresee greater risk with 2022 sector expectations than with 1Q postings.
• We highlight pertinent energy, chemical, and other corporate updates (e.g., Halliburton, Axens, Plug Power, JB Hunt, Yansab, Sumitomo, Ineos, others).
• We discuss relevant ESG items, including recent bio-fuel market events and the likely persistence of global shortages in clean-energy raw materials.
• We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams