Commodities Mentioned:
MDI, Ethylene, Propylene, Benzene, Natural Gas, LDPE, MEG
Companies Mentioned:
Huntsman, Dow Chemical, BASF, Covestro, Wanhua, Sasol, LyondellBasell, Shell, SABIC, Reliance, MEGlobal, Ineos, Lotte Chemical, HB Fuller, Saudi Kayan, Lanxess
Key Points:
We discuss the MDI market and a recent Covestro announcement to delay capacity additions on the USGC – we see MDI market improvement ahead.
Other Chemical items of note: Asia ethylene and propylene rebounds; US Natural gas price pressure; Sasol 2H19 report and update; the final four
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