Commodities Mentioned:
US Natural Gas, Brent Crude, Ethylene, Polyethylene
Companies Mentioned:
Bayport Polymers, Dow Chemical, Lotte Chemical, Westlake, Sasol, PTT Global, Akzo Nobel, BASF, PPG, Sherwin Williams, Cemex, Sika, Kuraray
Daily Chemical Reaction
Petrochemical Expansion Views & Other Items
Key Points:
- We discuss the US petrochemical feedstock advantage and our general views before meeting with a USGC “second-wave” expansion participant.
- Three earnings reports and read-throughs worth note; Other items in the news, Celanese executive incentive shifts to a BASF battery facility project.
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