Maybe Tomorrow – Energy & Agricultural Markets Remain Tight, Global Chemical Markets Mixed

Daily Chemical Reaction

Maybe Tomorrow – Energy & Agricultural Markets Remain Tight, Global Chemical Markets Mixed

Key Points:

• Global energy and agricultural markets remain tight, which we think will likely spur an uptick in production. Global chemical markets remain mixed, and we find growth Capex in new world-scale projects facing constraints.
• We highlight pertinent energy, chemical, and other corporate updates (e.g., Corteva, SABIC, DCW, Shell, Eastman, Solvay, Kao, BASF, & others).
• We discuss relevant ESG items, ranging from the headwinds facing wind market growth projects to Air Liquide’s bio-methane facility announcement. We flag our recent ESG research discussing wind and solar markets in LINK.
• We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams