Following the Sun – US Commodity Chemical Equities Outperformed YTD, Sentiment to Unlikely Collapse

Daily Chemical Reaction

Following the Sun – US Commodity Chemical Equities Outperformed YTD, Sentiment to Unlikely Collapse

Key Points:

• US commodity chemical equities have outperformed other chemical sub-sectors YTD, which was the case even before the Ukraine/Russia conflict. We discuss why US commodity chemical outperformance could endure in 2022.
• We highlight pertinent energy, chemical, and other corporate updates (e.g., Navigator Gas, Lanxess, Indorama, Borealis, Tredegar, Aramco, others).
• We discuss relevant ESG items that range from the WoW upturn in EU CO2 values to an assortment of relevant sustainability and clean-energy 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