Commodities Mentioned:
MDI, PVC, PE, Ethylene, Chlor-Alkali, Maleic Anhydride, Isoprene, US Natural Gas, Brent Crude
Companies Mentioned:
Huntsman, Dow Chemical, Covestro, BASF, Westlake, Shintech, OxyChem, Formosa, Alpek, Siam Cement, Kaneka, IFF, Kuraray, Showa Denko
Daily Chemical Reaction
MDI, PVC & An Assortment of Other Items
Key Points:
- We view the MDI market as in a trough and see PVC showing signs of strength – our medium-term business cycle outlook is positive for both.
- Five earnings reports and read-throughs worth note; Other relevant items noted in the news range from emerging environmental initiatives to negative chemical sector impacts from the Coronavirus.
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