Daily Chemical Reaction
- Producer prices continue to outpace consumer prices, implying more end-product price hikes or margin contraction lie ahead of many chemical product chains in 3Q. We view demand destruction as the greatest 2H22 chemical sector profitability risk.
- We highlight pertinent energy, chemical, and other corporate updates (e.g., Shell, Huntsman, Borealis, Umicore, Covestro, Vitol, Air Liquide, Neste, Koch, & others).
- We discuss ESG items that range from Hexion announcing the use of renewable methanol to produce sustainable products to Lummus Technology introducing the first net zero ethane cracker. See our latest 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