Daily Chemical Reactions

US Price Strength Caution & Other Items
February 18, 2020
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.

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