Daily Chemical Reaction
The Price You Pay – Western Market Price Inflation To Rattle Consumers, Chemical Sector Profitability Takes A Hit In 2Q22
- Western market consumer price inflation expectations for full-year 2022 have surged YTD to show considerably more inflation relative to Asia. We discuss the latest US CPI trend and our concerns that US chemical sector profitability is set to decline in 2H22.
- We highlight pertinent energy, chemical, and other corporate updates (e.g., Linde, Birla Carbon, Borealis, OMV, Gevo, Nutrien, Petro Rabigh, Repsol, and others).
- We discuss ESG items ranging from a view of US ethanol margins and its price relative to US gasoline, and more US ethanol producer carbon capture agreements. We also highlight 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