Daily Chemical Reaction
- The US trade deficit for goods reached a record level in March, as high prices lured products from abroad. We discuss a few factors working against higher US prices near term, though our long-term view is constructive.
- We highlight pertinent energy, chemical, and other corporate updates (e.g., Alpek, Ashland, Shin-Etsu, Braskem, BASF, Pilbara Minerals & others).
- We discuss relevant ESG items, ranging from Enterprise and Occidental considering a USGC carbon capture project to EU carbon value movements. We also highlight our latest ESG sector dedicated weekly research in LINK.
- We discuss numerous other pertinent chemical sector items in this report.
See PDF below for all charts, tables and diagrams