The House Is Rockin’, Fewer Knockin’ – Chemical Sector Concerns Hoppin’ Amid Demand Floppin’

Daily Chemical Reaction

The House Is Rockin’, Fewer Knockin’ – Chemical Sector Concerns Hoppin’ Amid Demand Floppin’

Key Points:

• Our view of building & construction product markets is generally cautious for 2H22, as recent demand indicators have broadly turned negative. We flag the major polymers targeting this market and other commodity trends.
• We highlight pertinent energy, chemical, and other corporate updates (e.g., Olin, LyondellBasell, Nova Chemicals, Mitsui, Freeport LNG, & others).
• We discuss ESG sector items ranging from recent Li-Cycle upping its battery recycling capacity to current trends in European carbon values.
• We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams