The Paper Chase – 2Q22 Sector Indicators In Focus, Feedstock Flexibility A Plus For European Producers

Daily Chemical Reaction

The Paper Chase – 2Q22 Sector Indicators In Focus, Feedstock Flexibility A Plus For European Producers

Key Points:

• The global energy landscape significantly shifted in mid-1Q22, which has resulted in sector followers looking past many better than expected corporate 1Q results to 2Q indicators of business momentum. We discuss our findings.
• We highlight pertinent energy, chemical, and other corporate updates (e.g., PPG, DuPont, Schlumberger, LyondellBasell, American Express, & others). We also highlight several global supply chain developments worth noticing.
• We discuss relevant ESG items, ranging from views on the Milliken & Co., Trane Technologies, and Colgate-Palmolive sustainability reports to the API carbon tax proposal. We also flag our latest ESG sector research in LINK.
• We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams