Lil Bit – Supply Chain Issues To Remain Far From Normal In 2022, A Plus For Western Commodities

Daily Chemical Reaction

Lil Bit – Supply Chain Issues To Remain Far From Normal In 2022, A Plus For Western Commodities

Key Points:

• Supply chain indicators reflect a bit of improvement YTD, but we do not expect a quick return to normal in 2022. The risk is high that commodity prices stay stronger-for-longer and specialty margins remain under pressure.
• We highlight pertinent energy, chemical, and other corporate updates (e.g., Ube Industries, ExxonMobil, Ascend, Daicel, Marathon Petroleum, & others).
• We discuss relevant ESG items that range from European carbon dioxide (CO2) values hitting a record level to views on US carbon and hydrogen hubs. We also highlight our latest ESG weekly research in LINK.
• We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams