Daily Chemical Reaction
Don’t Bring Me Down – Global Setting Rings Positive For Monomer Price Support, A Plus For US Producers
Key Points:
- US ethylene cracker co-product values have generally reset relative to their historical ties with Asia. We discuss why this lessens risk with US commodity chemical profits in 1H22 and adds to a constructive sub-sector view.
- We highlight pertinent energy, chemical, and other corporate updates (e.g., New Hope Energy, Asian Paints, Danimer Scientific, H.B. Fuller & others).
- We note relevant ESG items, ranging from developing trends in renewable energy to several ESG sector industry investment trends worth notice. We also highlight yesterday’s weekly ESG thematic titled, Sustainable Fuels – Fields of (Achievable) Dreams.
- We discuss numerous other pertinent chemical sector items in this report.
See PDF below for all charts, tables and diagrams
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