Daily Chemical Reaction
A Change Is Gonna Come – Commodity Chemical Availability Improvements Are Now Well Anticipated, And That’s An Issue
- An issue to consider with our expectations for price weakness for polymer producers and fewer raw material issues for specialty producers in 2H22 is the same for both – they are now well anticipated. Commodity producers may see more relative profit surprises.
- We highlight pertinent energy, chemical, and other corporate updates (e.g., PPG, BASF, PKN Orlen, Sika, Sensient, Schlumberger, Woodside Energy, CSX, & others).
- We discuss ESG items ranging from Denbury expanding its CO2 sequestration portfolio to the advancement of a UK critical mineral strategy. We also flag our latest ESG weekly, ESG Investing Stinks! We need something different to drive change.
- We discuss numerous other pertinent chemical sector items in this report.
See PDF below for all charts, tables and diagrams