Daily Chemical Reaction
Delicate – Deteriorating Profit Trends Could Crack 2H22 Expectations Broadly, 2Q Results To Be Mixed
- U.S. polymer premiums relative to Asia are falling amid rising availability, and more pressure is likely ahead. Chemical sector updates that show better-than-expected 2Q results are emerging, but macro headwinds are mounting.
- We highlight pertinent energy, chemical, and other corporate updates (e.g., BHP, ASF, Solvay, Ashland, Yara, Indorama, Oneok, Alpek, BHP, & others).
- We discuss ESG items that range from rising concerns surrounding the long-term supply of energy transition metals to the role of nuclear power in energy security targets. 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