Rockin’ Down The (More Foggy) Highway – Autos The Brakes, Signals Risk For Other Durables

Daily Chemical Reaction

Rockin’ Down The (More Foggy) Highway – Autos The Brakes, Signals Risk For Other Durables

Key Points:

• Industry reports continue to target strong demand, tight supply chains, & input sourcing issues, but some end-market health indicators are cooling off. We discuss recent auto market trends and a few sector business updates  
• We highlight pertinent energy, chemical, and other corporate updates (e.g., RPM, Formosa, Ineos, Suncor, The Azek Company, ExxonMobil, & others).
• We discuss relevant ESG items, ranging from EU CO2 price support WoW to a global view of hydrogen and ammonia supporting IPCC report concerns. We also highlight our latest ESG sector dedicated weekly research in LINK.
• We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams