Daily Chemical Reaction
- US chemical producers face margin headwinds amid rising costs, declining product affordability, and mounting risks facing domestic price premiums in 2H22. An above-avg. US Hurricane season may be needed for price hikes.
- We highlight pertinent energy, chemical, and other corporate updates (e.g., Methanex, Covestro, Albemarle, Johnson Matthey, Shell, Worley, others).
- We discuss relevant ESG items ranging from LSB announcing a US green ammonia project and selecting Bloom Energy as an electrolyzer provider to highlighting a global CO2 tax and emission trading system map by region. See our 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