When the Stars Go Blue – 2Q22 Sector Results to Vary By Region & Product, 2H22 Risks Continue To Mount

Daily Chemical Reaction

When the Stars Go Blue – 2Q22 Sector Results to Vary By Region & Product, 2H22 Risks Continue To Mount

Key Points:

• 2Q chemical sector results will vary by region and may not be as dire for some as many envision, as shown with the BASF update. Early 2H22 sector business trends show rising global headwinds, especially, for US producers.
• We highlight pertinent energy, chemical, and other corporate updates (e.g., BASF, Clariant, Saint-Gobain, PTTGC, Ganfeng Lithium, DIC, & others).
• We discuss ESG items that range from more chemical recycling approvals reaching more US states to critical mineral supply concerns increasing due to myriad global developments. See our dedicated ESG research in LINK.
• We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams