Daily Chemical Reaction
- We follow early 2Q C-MACC research, Pause – Commodity Equities May Take A Breather Here, Despite Compelling Long Term Fundamentals, with a market update to generally frame our chemical sub-sector views for 2H22.
- We highlight pertinent energy, chemical, and other corporate updates (e.g., Polynt, Freeport LNG, OMV, Borealis, Shell, BASF, Koch, Azelis, & others).
- We discuss ESG and clean-energy developments that range from thoughts on the U.S. Supreme court limiting federal power to curb emissions to price shifts in critical minerals used in the energy transition at the close of 2Q22.
- We discuss numerous other pertinent chemical sector items in this report.
See PDF below for all charts, tables and diagrams