Daily Chemical Reaction
- The profit headwinds that faced US petrochemical producers in 2Q were higher at the end of the quarter relative to its start. We advise corporates to not maintain overly optimistic 2H22 outlooks based on stale data points.
- We highlight pertinent energy, chemical, and other corporate updates (e.g., ExxonMobil, H.B. Fuller, Eastman, Air Liquide, Pilbara, Cheniere, & others).
- We discuss ESG items that range from PTTGC evaluating an advanced recycling facility in Ohio to the many benefits of plastic food packaging that critics should consider. We also flag our ESG weekly research in LINK.
- We discuss numerous other pertinent chemical sector items in this report.
See PDF below for all charts, tables and diagrams