Commodities Mentioned:
Polyvinyl Chloride, Polypropylene, Polyethylene, Chlor-Alkali, US Natural Gas, Brent Crude, EPDM
Companies Mentioned:
Westlake, Shintech, OxyChem, Dow Chemical, LyondellBasell, ExxonMobil, CP Chem, SABIC, Braskem, Ineos, Total, DuPont, Fluor, Arlanxeo, Koppers, Lonza
Daily Chemical Reaction
US Price Strength Caution & Other Items
Key Points:
- Take caution with near-term US commodity strength as prices abroad are falling, and this will eventually impact the US in our view. International price trends have almost always been a leading indicator for domestic prices.
- Corporate items (DuPont) and 4Q19 reports/read-throughs (Westlake and Fluor) worth note today; Other items in the news, US recycling to Lonza spin.
Contact us to subscribe to our services and gain access to full content.
