Daily Chemical Reaction
London Calling – Energy and Food Inflation Costs Ring, Consumers Continue To Pick Up, For Now
- C-MACC co-founder Graham Copley will face higher beer costs on his business trip to London for client meetings relative to his last (pre-Covid) visit that will unlikely be offset by benefits from relative strength in the USD. We also discuss general market trends and Dow views of the PE market.
- We highlight pertinent energy, chemical, and other corporate updates (e.g., Dow, Borealis, Yara, Ineos, Linde, Trinseo, Neste, SABIC, & others).
- We discuss relevant ESG items ranging from displaying revenue from global carbon ETS relative to carbon taxes and the significant role that power and transportation industries play in meeting GHG reduction targets. Also, 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