Ride Wit Me – Global Mega-Cycle Development To Remain In Support of US Commodity Chemicals

Daily Chemical Reaction

Ride Wit Me – Global Mega-Cycle Development To Remain In Support of US Commodity Chemicals

Key Points:

• US commodity chemicals outperformed YTD, and 1H22 profit will likely beat expectations. A 2H22 commodity price/margin pullback remains a risk, but we argue that this will make our mega-cycle outlook even more likely.
• We highlight pertinent energy, chemical, and other corporate updates (e.g., Dow, Evonik, AkzoNobel, Union Pacific, Tesla, Olin, Ineos, BHP, others). We also highlight a few global supply chain developments worth noticing.
• We discuss relevant ESG items ranging from Borealis selecting Axens tech for a plastic pyrolysis unit to thoughts on the Dow decarbonization roadmap. See our latest ESG weekly and other related research coverage in LINK.
• We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams