Daily Chemical Reactions

Petrochemical Expansion Views & Other Items
February 12, 2020
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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