The Makings Of You – Global Indicators Supportive Of Chemical Prices, A Different Story For Margins

Daily Chemical Reaction

The Makings Of You – Global Indicators Supportive Of Chemical Prices, A Different Story For Margins

Key Points:

• Our findings from the global market remain in support of global chemical price strength, but we find US margins contracting. We flag a few corporate updates, commodity trends, and other items supporting our global view.  
• We flag pertinent chemical sector corporate updates (e.g., Hexion, Pemex, Braskem Idesa, Huntsman, Sherwin-Williams, BASF, SABIC & other items).
• We find varied ESG items worth mention, ranging from the upward trend in EU carbon values to LyondellBasell announcing a 2050 net-zero target.
• We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams