Daily Chemical Reaction
Pressure – Global Commodity Chemical Margins Contracted In 1H22, Rebound Unlikely In 2H22
- Global commodity chemical profitability fell in 2Q22 as higher production costs were not mirrored by downstream price hikes in most product chains. Our indicators suggest chemical product availability will increase in 2H22.
- We highlight pertinent energy, chemical, and other corporate updates (e.g., Shell, Perstorp, Danimer Scientific, Element Materials, Samsung, & others).
- We discuss ESG and clean-energy developments ranging from a hydrogen hub development in the UK to the IEA sharing our concerns about global solar supply chain reliance on China. See 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