Actions Speak Louder Than Words – Chemical Sector 3Q Commentary Positive, Growth Capex Yet To Surge

Daily Chemical Reaction

Actions Speak Louder Than Words – Chemical Sector 3Q Commentary Positive, Growth Capex Yet To Surge

Key Points:

• Global Chemical Sector 3Q reports generally display positive commentary, but we find few rushing to boost growth Capex due to low long-term visibility.
• We flag pertinent chemical sector corporate updates (e.g., DuPont, Olin, Ube, Huntsman, Univar, Avantor, Enterprise Products, Ashland & others).
• We find relevant ESG items worth notice, ranging from updates across several chemical sub-sectors to broadening battery application markets.
• We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams