Daily Chemical Reaction
Public Enemy #1 – Price Inflation At Risk Of Locking Up Demand, Chemical Sector Profit Faces Jail Time
- US consumers face persistent inflationary headwinds, and our industry indicators and analysis suggest a quick fix is unlikely. We discuss the latest CPI trend and our concerns that US chemical sector profitability faces significant headwinds in 2H22.
- We highlight pertinent energy, chemical, and other corporate updates (e.g., Shell, Celanese, Ineos, PPG, W.R. Grace, Trinseo, Ube, Umicore, BASF, & others).
- We discuss ESG items that range from a general US biofuel market view to EU carbon market trends. See our latest ESG research in LINK.
- We discuss numerous other pertinent chemical sector items in this report.
See PDF below for all charts, tables and diagrams