When The Dirt All Settles – Price Hikes In Focus For 1H22, Margin Volatility Unlikely To Quickly Dissipate

Daily Chemical Reaction

When The Dirt All Settles – Price Hikes In Focus For 1H22, Margin Volatility Unlikely To Quickly Dissipate

Key Points:

• Specialty chemical producers mostly frame a picture of price hikes in 1H22 to catch up with higher raw material costs before global supply chains begin to loosen. We foresee a more volatile 2H22 than suggested in most outlooks.
• We highlight pertinent energy, chemical, and other corporate updates (e.g., AkzoNobel, ICL, Kuraray, FMC, OCI, Covestro, ExxonMobil, & others).
• We discuss relevant ESG items, ranging from EU CO2 values reaching a record high this week amid rising global carbon values to multiple circular market updates. 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